How to Import Clients & Matters into CaseClock (via CSV)

CaseClock lets you import your clients and matters in bulk using CSV files. Once imported:

• These clients and matters become available to assign to time entries.
• Imported records are read-only in CaseClock (you can’t edit them directly).
• If you no longer want to use a CSVs data, you can delete that CSV to archive its clients and matters.

You can upload CSVs:

• From the mobile app (via an in-app web view).
• From any browser at https://app.caseclock.ai/upload-csv.

1. CSV format (required columns & order)

Each CSV must follow this exact column order:

Header row

2. Example CSVs

2.1 With a header row (recommended)

Client ID,Client Name,Matter ID,Matter Name,Jurisdiction,Law Practice Area,Hourly Rate
C-1001,Rockland Digital Corp.,M-2001,Services Agreement,BC,Corporate,300
C-1002,Northshore Foods Inc.,M-2002,Supply Contract,Ontario,Commercial,350

2.2 Without a header row

C-1001,Rockland Digital Corp.,M-2001,Services Agreement,BC,Corporate,300
C-1002,Northshore Foods Inc.,M-2002,Supply Contract,Ontario,Commercial,350

Both examples are valid as long as:

• The column order is exactly as specified.
• Required fields are filled in.
• IDs follow the character rules (no spaces).

3. Preparing your CSV

You can create your CSV in Excel, Google Sheets, Numbers, or any spreadsheet editor.

1. Create a new sheet.
2. (Recommended) Add the header row: Client ID, Client Name, Matter ID, Matter Name, Jurisdiction, Law Practice Area, Hourly Rate
3. Add one row per client–matter combination.
4. Check the following:
5. Export / Save As → CSV (.csv)

4. Uploading CSVs from the mobile app

When you use CaseClock on mobile, you’ll be shown a secure web view where you can upload CSVs stored on your device.

1. Open the CaseClock mobile app.
2. Navigate to the section where you manage or import clients & matters (this may appear as “Import from CSV” or similar).
3. CaseClock will open an upload web view.
4. Tap the Upload CSV button.
5. Choose your CSV file from:
6. Confirm the upload.

Once the upload completes successfully:

• CaseClock imports all valid rows.
• The clients and matters from that CSV will be available as options when you create or edit time entries.

5. Uploading CSVs from your computer (web app)

If you prefer using your computer:

1. Open your browser and go to: https://app.caseclock.ai/upload-csv
2. Sign in to CaseClock if prompted.
3. Click Upload CSV (or similar).
4. Select the CSV file from your computer.
5. Confirm the upload.

After upload, you should see confirmation that:

• The file was received.
• Any problems (e.g. invalid jurisdiction or missing required columns) are highlighted so you can fix them and re-upload.

6. Using imported clients & matters in time entries

After a successful import:

• Each client–matter pair in the CSV becomes available in CaseClock.
• When you create or edit a time entry, you’ll be able to:
• If an Hourly Rate was provided:

Read-only imports

7. Deleting (archiving) imported CSVs

You can “delete” an uploaded CSV in the web app to archive its imported clients and matters.

1. Go to https://app.caseclock.ai/upload-csv.
2. Locate the CSV you want to remove.
3. Click Delete (or the equivalent action).

What this does:

• The clients and matters that came from that CSV are archived.
• They will no longer appear as options when you create new time entries.
• Existing time entries that already reference those clients or matters are typically left untouched (they keep their original associations).

If you later need those clients and matters again, you can:

• Re-upload the same CSV (or an updated version) at any time.

8. Common issues & tips

• My file won’t upload
• I get errors about IDs
• Jurisdiction or Law Practice Area is rejected
• I need to change a rate or a matter name

If you share this guide with your team, they should be able to prepare and upload their own CSVs and start logging time against imported clients and matters right away.