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:
- Open the CSV in Excel
- Right-click the Date column
- Click Format Cells
- Under Category click Custom
- Click in the Type field
- Enter "mm/dd/yyyy"
- Click OK
- Save the CSV
- Import it to Clio (see here)