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Can I Import Matters Before Contacts?

Objective:

  • Can I import Matters without importing Contacts?
  • I have data from an old database / service; can i just import matters without any contacts?

Environment:

  • Clio Manage

Additional Information:

For Migration Templates, please click here

Answer:

Yes, you can import Matters before importing Contacts; you can also import Matters without importing Contacts. However, for Matters to be linked with the Contacts properly, import Contacts before importing Matters. 

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