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Exporting Your Chrometa Time Entries to Clio

We're excited to announce that we've partnered with Clio to deliver a seamless time capture and practice management experience for solo and small firm attorneys.

A quick note: A matter in Clio is the same as a project in Chrometa, and this export works best when the names of your Clio matters match up with corresponding Chrometa projects. You can bulk import project names in Chrometa under the Projects tab.

Now here's how to the export up:
  1. Within Chrometa, go to Account - Integrations, and select the checkbox under Enable Clio CSV Export.  Click Update to save your change.
  2. Categorize and annotate your Chrometa time entries using the Summary and/or Timestamps tab.
  3. Create a new invoice from these entries (via Chrometa's new Invoices tab).
  4. Locate this invoice in your Invoices List, select the Actions menu drop down on the right, and select Export To Clio.
  5. A CSV file will be created and downloaded in your browser.  You can now import this file, which contains your Chrometa time entries, into Clio via the Imports section (located at: https://app.goclio.com/imports/).
To import this file from Clio:
  1. Click the Add button from the Imports section.
  2. Select Import Activities from CSV in the drop down.
  3. Choose and Upload the file you exported from Chrometa.

Clio_import_setup

Click to enlarge.

If you need a hand setting this up, please contact Chrometa support via email or phone (1-888-340-6425 x2).