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How to Import Calendar Events from a CSV

Objective:

  • Upload Calendar
  • Calendar events upload

Environment:

  • Clio Web App

Additional Information:

The CSV file attached below contains the template that you'll use to import Calendar Events from a CSV format into Clio. For further information on the template, click here.

Answer:

  1. Open Clio's Import page:
    • For North American accounts, click here
    • For European accounts, click here
  2. Click Add
  3. Under Import select Calendar from CSV
  4. Under Destination Calendar select the Calendar that should contain the events
  5. Click Choose File
  6. Select the Activity file you wish to import
  7. Click Upload File
  8. Wait for the State of the Activities import to reach Complete
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