Import Closed Matters from Clio

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

Step 1 - On the Navigation Pane, select Import Clio Clients and Matters from the Clients and Matters drop-down:

Step 2 - Scroll to the bottom of the Import Page and select the blue Show Closed button:

Step 3 - Select the box to the left of the Clients you wish to import, then select the blue Import button: