Clio Import
Videos
Articles
- How Do I Find Out Why an Import Failed?
- Can I Undo My Imported Contacts If There Are Documents Attached To Them
- What Fields Are Included in a Contact Import?
- What Fields Are Included In A Tasks Import?
- What Fields Are Included In A Matters Import?
- What Note Information Can Be Imported?
- Can I Associate One Person to Multiple Companies When I Import Contacts?
- How To Import A Calendar ICS File
- How Do I Fill Out The Calendar Appointments Import Template?
- If I Import a Closed Matter With No Close Date What Date Applies?
- When I "Undo" an Activities Import, What Happens to Activities that are Billed?
- Is there a Character Limit for Matter Notes During Import?
- How to Import a Picklist Custom Field
- How Do I Bulk Import Contact Notes Into Clio?
- How Do I Move Data From One Clio Manage Account to Another? (Clio to Clio Migration)
- Can Clio Import Flat Rate Matters?
- If I Import Data on My Own, How Can I Assign Matters to Multiple Responsible Attorneys?
- How Do I Prepare an Exported List of Contact Related Matters to Import Them Into Another Clio Account?
- Can I Import New Information to Static Fields in Existing Matters?
- How to Access the Import Page in Clio
- Can I Import Billed Entries Into Clio?
- How Do I Bulk Import Matter Notes Into Clio?
- Are There Any Repercussions for Undoing an Import?
- Is There A Limit To The Number Of Contacts I Can Import?
- Is There a Maximum File Size for a Spreadsheet to Import into Clio?
- I Can't Find Time Entries I've Imported into Clio
- How Do I Bulk Import Related Contacts into Clio?
- What Date Format is Required to Migrate Data into Clio?
- How Do I Bulk Import Balances Forward into Clio?
- Importing Custom Fields - Tips