Can I Import Matters Before Contacts?

August 16, 2019 03:02

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.