In Clio Manage, you can use Clio's calendar events migration template to bulk import calendar entries, so your firm's scheduled events and deadlines are visible from the start. Calendar entries need to be imported on a per-calendar basis. This may require splitting entries into separate CSV files for each user. The user whose calendar events are being imported needs an active user license.
Before importing, review Get Started with Migration Templates for best practices on formatting, column headers, and file preparation.
Note: All-day calendar events still require a start and end time. Enter 12:00 PM for both Start Time and End Time for all-day events.
Required fields
- Start date
- End date
- Start time
- End time
- Subject
Import calendar events
- Download the Calendar events import template (North America).
- Populate the spreadsheet with your calendar 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 Calendar from CSV.
- Under Destination Calendar, select the calendar that should contain the events.
- Click Choose File and select your saved CSV file.
- Click Upload File.
Field reference
- start_date: Enter in MM/DD/YYYY format. Required.
- end_date: Enter in MM/DD/YYYY format. Required.
- start_time: Enter in H:MM:SS AM/PM format. Required.
- end_time: Enter in H:MM:SS AM/PM format. Required.
- subject: Maps to the Summary field of calendar entries. Required.
- matter: Enter an exact match to a matter display number in Clio.
- location: Maps to the Location field of calendar entries.
- description: Maps to the Description field of calendar entries.
Up Next
For general import instructions and error review, see Get Started with Migration Templates.