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