How to import Closed Matters from Clio

Overview: This article will walk you through the steps on how to Import a Closed Clio Matter into TrustBooks. 

Step 1. Start on the Dashboard Page and Select Matters and Import Clio Matters 

Step 2. On the Import Clio Matters Page select SHOW CLOSED MATTERS 

Step 3. All closed matters will then show up. Select the check box next to the matter you want to Import. 

Step 4. Select Import Selected Matters