In Clio Manage, you can use Clio's contact notes migration template to bulk import notes linked to contacts, so your firm's client history and communications context carry over. Contact notes will not import without a matching contact name or company name.
Before importing, confirm cell details match the format specified in the template, keep column headers exactly as provided, and save the completed file in CSV format. You can also review Get Started with Migration Templates for best practices on formatting, column headers, and file preparation.
Note: If a note does not import successfully, click the import ID and scroll to the bottom to see the import error.
Required fields
- Date
- Detail
- Contact: First name, last name, or company name (must match an existing contact).
Import contact notes
- Download the Contact notes import template (North America).
- Populate the spreadsheet with your notes 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 Notes from CSV.
- Click Choose File and select your saved CSV file.
- Click Upload File.
Field reference
- date - Enter in MM/DD/YYYY format. Required.
- subject - Enter the subject of the note.
- detail - Enter the details of the note. Required.
- first_name, last_name, company_name - Enter an exact match to the first, last, or company name of an existing contact in Clio Manage. Required.
Up Next
To import notes linked to matters, see Import Matter Notes With Migration Templates. For general import instructions and error review, see Get Started with Migration Templates.