Clio Import
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Articles
- How Do I Correct Inconsistent Dates in a CSV File That I Want to Import to Clio?
- Can I Bulk Edit Matters Using the Excel Import Template
- What Happens When I Import Matters Into Clio With Matching Information
- Can I Import Matters Before Contacts?
- What is the Rate When Importing Activities and the "Price" Column is Blank?
- What Does "Responsible Attorney" Mean When Importing Matters
- 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 or Contingency 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 Imports 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?