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How to Import a CSV File?

Objective:

  • Importing CSV
  • How do I import a CSV file

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Open Clio's Import page:
    • For North American accounts, click here
    • For European accounts, click here
  2. Click Add
  3. Under Import select Calendar from CSV
  4. Select a Destination calendar (Events will be added to this Calendar)
  5. Click Choose File
  6. Select the Calendar file you wish to import
  7. Click Upload File
  8. Wait for the State of the calendar import to reach Complete

 

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