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How To Import Check Box Custom Fields

Objective:

  • Ensuring that Custom Fields with type 'CheckBox' imports correctly with a Yes or a No

Environment:

  • Clio Manage

Additional Information:

All Custom Field import are done through the following link - https://app.clio.com/imports

Procedure:

  1. Create the Custom Field in Clio and select "CheckBox" as the type
  2. Download and fill in the Custom Field Templates for Contacts or Matters
  3. Under the Custom Field name in the template add a "0" for No or a "1" for Yes
  4. Save the file in CSV format
  5. Go to https://app.clio.com/imports
  6. Click Add
  7. From the Import dropdown box, select Notes from CSV
  8. Click Choose File
  9. Locate to the prepared Custom Field CSV file on your computer
  10. Click Upload File

 

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