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Can I Import Matters Before Contacts?

November 12, 2020 17:16

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 the Client needs to be entered in the Clio account prior to importing the Matters.