KCS - What Fields Are Included In A Calendar Import?

Objective:

  • Migrate Calendar Events to Clio.
  • Import Calendars.
  • Identify Fields for Importing Calendars.

Environment:

  • Clio Web App
  • Clio Importer.

Additional Information:

This article is specifically for the importers at: app.clio.com/settings/imports

Answer:

Required Fields:

  • Calendar Summary- (Quick Summary of the Event. ex "Trial")
  • Start Date - (mm/dd/yyyy)
  • Start Time - (ex: 08:00:00 for 8am)
  • End Date - (mm/dd/yyyy)
  • End Time - (ex: 08:15:00 FOR 8:15am)

Optional Fields

  • Description - (Note/Memo of the Event)
  • Location- (Office, Court, Restaurant, etc) 
  • Destination Calendar - (Must match an active Clio user name. Will go to FIRM Calendar if left blank)
  • Matter Custom Number - (Must exactly match the Matter Number/Display Name of the Matter)
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