Clio Import
Videos
Articles
- 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?
- Can I Import an Invoice from another Software?
- How To Review Migration Import Errors
- Can the Unique Client ID Field Be Included in an Import?
- Can I Import Contact or Matter Notes in a Separate Spreadsheet?
- What Information Can I Import Into my Clio Account?
- How Do I Fill Out The Contacts Import Template?
- How to Import Matters to Clio Manage
- How Do I Fill Out The Matters Import Template?
- Import Stuck at "Queued For Undo"
- Required Data Fields
- Is It Possible to Export/Import Custom Matter and Client Rates?
- How Do I Fill Out The Activities Import Template?
- Imported Activities are not Connected to a Matter
- Matters Failed to Import
- Clio Migration Templates and Guides
- Argument Error: Invalid Characters Found in the File. Please Ensure the File has Valid UTF-8 Encoding
- Error Messages for Importer
- How Do I Bulk Import Tasks into Clio?
- How do I Bulk Import Contact Custom Fields Into Clio?
- How Do I Bulk Import Matter Custom Fields into Clio?
- How to Import Activities
- How to Carry Over Outstanding Balances Into Clio