KCS - What Fields Are Included In A Tasks Import?

Objective:

  • Migrate Tasks to Clio.
  • Import Tasks.
  • Identify Fields for Importing Tasks.

Environment:

  • Clio Web App
  • Clio Importer.

Additional Information:

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

Answer:

Required Fields:

  • Task Subject - (Quick Summary of the Task)
  • Due Date - (mm/dd/yyyy)
  • Task Status - (Completed OR Pending)
  • Clio User - (Must exactly match an active Clio user's name)

Optional Fields

  • Matter Custom Number - (Must exactly match the Matter Numer/Display Number of an existing Matter in Clio)
  • Task Description - (Note/Memo of the Task) 
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