In Clio Manage, you can use Clio's activities migration template to bulk import time and expense entries, ensuring your firm's billable history is captured and ready to bill from. Imported activities will be unbilled. You can specify whether expenses are hard costs or soft costs, or import all expenses as soft costs.
Before importing, review Get Started with Migration Templates for best practices on formatting, column headers, and file preparation.
Note: If your firm distinguishes between hard and soft costs, enable the hard and soft cost entries feature in your Clio Manage bill settings before importing. If your firm uses UTBMS codes, enable UTBMS codes in Clio Manage before importing.
Required fields
- Matter: Exact match to the matter display number.
- Date
- Price
Import activities
- Download the appropriate template:
- Activities (soft costs) import template (North America): Use if your firm does not distinguish between hard and soft costs.
- Activities (hard and soft costs) import template (North America): Use if your firm tracks hard and soft costs separately.
- Populate the spreadsheet with your activities information using the field reference below.
- Delete any unused row cells, then save the file in CSV format.
-
On the Clio Manage Imports page (https://app.clio.com/imports), click Add and select Activities from CSV.
Important: If you select a firm user in the User dropdown, the information in the activity_user column will be overwritten with the selected user.
- Optional: In the User dropdown, select the firm user responsible for the imported entries.
- Click Choose File and select your saved CSV file.
- Click Upload File.
Field reference
- matter: Enter an exact match to a matter display number in Clio. The matter display number is the full matter name, not including the matter description after the colon. Required.
- date: Enter in MM/DD/YYYY format. Required.
- activity_description: Enter an exact match for an activity category or expense category in Clio, or a new category will be created. Can be left blank.
- note: Corresponds to the Description field in Clio.
- price: The rate or value of each expense. Required.
- quantity: For time entries, enter duration in decimal hours. For expenses, enter the quantity. If left blank, 1 unit is assumed. For hard cost entries, any value other than 1 will result in an error.
- type: Enter TimeEntry or ExpenseEntry. If left blank, TimeEntry is used.
- expense_type: For hard and soft cost imports only. Enter SoftCostEntry or HardCostEntry. If left blank, all expense entries import as soft cost entries.
- activity_user: Enter the firm user's first and last name as an exact match to the user's name in Clio Manage. Go to Settings, then Manage Users to find exact user names. If left blank or entered incorrectly, the importing user's name will be applied unless a different user is selected at upload.
- non_billable: For time entries only. Enter yes, true, y, or 1 to mark an activity as non-billable. If left blank, the activity will be marked as billable.
- vendor_name: For hard cost entries only. Enter the vendor name. If the vendor is not found as an existing contact in Clio, a new company contact will be created.
- reference: For hard cost entries only. Enter any relevant reference information such as an invoice or reference number.
- utbms_activity_code, utbms_task_code, utbms_expense_code: Include these columns if your firm uses UTBMS codes. Delete them if your firm does not.
Up Next
For general import instructions and error review, see Get Started with Migration Templates.