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How Do I Fill Out The Appointments Import Template?

Objective:

  • Import Calendar Events into Clio Manage
  • Bulk upload Calendar events into Clio Manage
  • Add Calendar events to the spreadsheet template 
  • Populate Calendar CSV for import into Clio

Environment:

  • Clio Web App
  • Excel

Additional Information:

  • Do not modify the column headers as they are mapped into Clio

Answer:

  1. Open this template
  2. Populate the spreadsheet with your Appointment information:
    • start_date: Must be in the mm/dd/yyyy format
    • end_date: Must be in the mm/dd/yyyy format
    • start_time:Must be in H:MM:SS AM/PM format
    • end_time: Must be in H:MM:SS AM/PM format
    • subject: This field can store a line of text and maps to the Summary field of Calendar entries
    • matter: Must be an exact match for a Matter Display Number in Clio (this would be the full matter name)
    • location: This field can store a line of text and maps to the Location field of Calendar entries
    • description: This field can store multiple lines of text and maps to the Description field of Calendar entries
  3. Save the file in CSV format
  4. Import the file by following the steps below:
    • Open Clio's Import page:
      • For North American accounts, click here
      • For European accounts, click here
    • Click Add
    • Under Import select Calendar from CSV
    • Under Destination Calendar select the Calendar that should contain the events
    • Click Choose File
    • Select the CSV file you saved in step 3
    • Click Upload File
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