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Can I Import Expense Category Through Activities Import Process?

September 08, 2022 23:24

Objective:

Can I Import Expense Category Through Activities Import Process?
Can Expense Categories be imported into Clio?

Environment:

Clio Manage

Additional Information:

Only Activity Categories for Time Entries can be Imported as part of the Activities Import using the activity_description field.

Answer:

Not at this time. Expense Categories cannot be imported into Clio through Activities Import. Please contact Clio Support to add your vote to the feature request.