Objective:

• Errors when importing into Clio with mm/dd/yy format
• Invalid Date error when getting data into Clio Manage

Environment:

• Microsoft Excel

Additional Information:

Note: While these screencaptures are from a Mac, the steps should be very similar, if not identical in a PC. 

Sometimes, when a CSV file is opened in Excel, the format of dates is not consistent, or in a format that can be easily uploaded into Clio. These steps reformat the dates to a standard MM/DD/YY format. 

Procedure:

1. Open the CSV in Excel
2. Right-click the Date column 
3. Click Format Cells
   
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4. Under Category click Custom 
5. Click in the Type field
6. Enter "mm/dd/yyyy"
   
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7. Click OK
8. Save the CSV
9. Import it to Clio (see here)