Importing Synchronized Clio Matters

Overview

This tutorial will walk you through the steps to import Clio matters into TrustBooks.

Steps

1. Start on the Dashboard Page.

2. Click the Import Clio Matters link under the Matters section.

Note: TrustBooks synchronizes all Clio transactions once an hour. If you do not see any matters please check back in one hour.

3. Select the box next to the matters you want to import. You can select all matters on this page by clicking the box next to matter. If you have already created the matter in TrustBooks before synchronizing with Clio then see step 5 below on how to merge into an existing matter.

Note: By default the "Import Clio Matters" screen only shows open matters. To also see closed matters click on the "Sow Closed Matters" button.

4. Click the green "Import Selected Matters" button. 

You will be taken to the "View Matter List" page. At the top of the page you will see a message that says "Matters synced!"