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Is It Possible to Import Transactions into Clio?

Objective:

  • Bulk-import transactions to Clio
  • Bulk-upload transaction history into Clio

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Currently, this is not a feature in Clio. If you would like to request for this feature, please reach out to our support team by phone (1-888-858-2546 ext 2) or by the Live Chat option in Clio and let us know. 

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