Preparing your Clio Data For Bill4Time
Client Import:
Included in all imports. Example: Client Import Example
The following fields can be imported. For a visual representation of these fields, please see this article.
| Client Import | |
| Clio Fields | B4T Fields |
| ID | Custom ID: If you would like to use the Clio ID# |
| Contact Name | Client Name |
| Prefix | N/A (if enterprise, can be added as a custom field) |
| First Name | N/A (if enterprise, can be added as a custom field) |
| Middle Name | N/A (if enterprise, can be added as a custom field) |
| Last Name | N/A (if enterprise, can be added as a custom field) |
| Date of Birth | N/A (if enterprise, can be added as a custom field) |
| Primary Phone Number | Phone Number |
| Secondary Phone Number | Mobile Phone |
| Primary Email Address | |
| Entity | N/A (if enterprise, can be added as a custom field) |
| Title | N/A (if enterprise, can be added as a custom field) |
| Company | N/A (if enterprise, can be added as a custom field) |
| Contact Created Date | Creation Date |
| Primary Address Street | Address 1, Address 2, Address 3 |
| Primary Address City | City |
| Primary Address Province | State |
| Primary Address Postal/Zip Code | Zip |
| Primary Address Country | Country |
| Secondary Email Address | N/A (if enterprise, can be added as a custom field) |
| Secondary Address Street | N/A (if enterprise, can be added as a custom field) |
| Secondary Address City | N/A (if enterprise, can be added as a custom field) |
| Secondary Address Province/State | N/A (if enterprise, can be added as a custom field) |
| Secondary Address Postal/Zip Code | N/A (if enterprise, can be added as a custom field) |
| Secondary Address Country | N/A (if enterprise, can be added as a custom field) |
| Archived? | N/A (if enterprise, can be added as a custom field) |
| Client | N/A (this designation will help you select clients for import) |
| sales_tax_number | N/A (if enterprise, can be added as a custom field) |
| Status (Active,Disabled) | |
| Currency Code | |
| Currency Symbol | |
| Invoice Attention | |
| Fax | |
| Account Manager | |
| Account Manager ID | |
| billingName | |
| type | |
Project Import:
Included in all imports. Example: Project (Matter/Case/Ect) Import Example
The following fields can be imported. For a visual representation of these fields, please see this article.
| Matter Import | |
| Clio Fields | B4T Fields |
| Unique ID | Custom ID: If you would like to use the Clio ID# |
| Number | Custom ID: If you would like to use the Clio ID# |
| Custom Number | Custom ID: If you would like to use the Clio ID# |
| Display Number | Custom ID: If you would like to use the Clio ID# |
| Description | Description |
| Client ID | (not shown in B4T UI) |
| Client Name | Client Name |
| Client Reference | N/A |
| Client Location | Not an importable field |
| Status | Status |
| Created Date | Created Date |
| Last Modified | N/A |
| Open Date | N/A (or Created Date) |
| Close Date | N/A |
| Pending Date | N/A |
| User | N/A |
| Group | This is a User Permission in B4T |
| Practice Area | Matter Type |
| Statute of Limitations Date | N/A |
| Originating Attorney* | *Legal Pro-Enterprise Import Only |
| Originating Attorney First Name* | *Legal Pro-Enterprise Import Only |
| Originating Attorney Last Name* | *Legal Pro-Enterprise Import Only |
| Responsible Attorney | Assigned To |
| Responsible Attorney First Name | N/A |
| Responsible Attorney Last Name | N/A |
| Billable | Billing Method (Hourly, Flat Fee, Contingency) |
| Address Street | N/A (Matter Specific address can be added in invoice presets) |
| Address City | |
| Address State | |
| Address Zip Code | |
| Address Country | |
| Matter Notifications | Not importable at this time |
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