Clarra + Microsoft Excel

Clarra + Microsoft Excel integrations

Create new Clarra matters from new Microsoft Excel rows

Simplify your administrative tasks with this efficient workflow. Whenever a New Row is added in your Microsoft Excel, it immediately creates a Matter in the Clarra app, thereby saving you valuable time and effort. This seamless integration ensures you stay on top of your work and improves your productivity.

When this happens...
New RowTriggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create MatterCreates a Matter in the system.
ActionWrite

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More things you can do with Microsoft Excel and Clarra

Discover other triggers and actions you can use with Microsoft Excel and Clarra

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write
ClarraDocs Item Updated
Triggers when a ClarraDocs Item is updated.
Trigger
Polling
Try It
Company Contact Updated
Triggers when a Contact of the Category of Company is updated.
Trigger
Polling
Try It
Expense Forecast Updated
Triggers when an existing expense forecast updated.
Trigger
Polling
Try It
Invoice Updated
Triggers when an invoice is updated.
Trigger
Polling
Try It
New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Communication Log
Triggers when a new Communication Log is created.
Trigger
Polling
Try It
New Event
Triggers when a new Event is created.
Trigger
Polling
Try It
New Expense Forecast
Triggers when a new expense forecast is created.
Trigger
Polling
Try It
New Linked Contact
Triggers when a new Linked Contact is created.
Trigger
Polling
Try It
New Matter
Triggers when a new Matter is created.
Trigger
Polling
Try It
New Individual Contact
Triggers when a new Contact of the Category Individual is created.
Trigger
Polling
Try It
New Recovery Distibution
Triggers when a new recovery distibution is created.
Trigger
Polling
Try It
New Recovery Phase
Triggers when a new recovery phase is created.
Trigger
Polling
Try It
New Revenue Forecast
Triggers when a new revenue forecast is created.
Trigger
Polling
Try It
Payment Updated
Triggers when a payment is updated.
Trigger
Polling
Try It
Plaintiff Updated
Triggers when a plaintiff is updated in system
Trigger
Polling
Try It
Recovery Party
Triggers when Recovery Party updated
Trigger
Polling
Try It
Recovery Phase Updated
Triggers when an existing recovery phase is updated.
Trigger
Polling
Try It
Revenue Forecast Updated
Triggers when a revenue forecast is updated.
Trigger
Polling
Try It
- External ID
- Account Name
  Required
- Account Number
- Account Type
  Required
- Account Holder Contact ID
  Required
- Balance
- Billing Contact ID
- Primary Contact ID
- Notes
Action
Write
- External ID
- Communication Type
  Required
- Subject
  Required
- Body
- Date and Time (The time input is not required if DateTime is used.) Date format (yyyy-mm-dd)
  Required
- Time (hh:mm:ss), If the time is not selected with Date, you can enter the time.
- Matter Name with Number
  Required
- Sender (FirstName LastName (Email) OR FirstName LastName Phone)
  Required
- Sender is a Contact
  Required
- To (FirstName LastName (Email) OR FirstName LastName Phone)
  Required
- Recipient is a Contact
  Required
- CC (FirstName LastName (Email) OR FirstName LastName Phone)
- CC Recipient is a Contact
- Tags
- Attachments
- Download URL
- Time Zone
  Required
- Create ClarraDocs
- ClarraDocs Status
- Service Type
Action
Write
- Company Name
  Required
- Website
- Principal Matter - Name (Number)
  Required
- Email
- Country Code
- Phone
- Ext.
- Address 1
- Address 2
- City
- State
- Zip Code
- Matter
- Connection Type
- Contact Name
- Connection Type
- Key contact
Action
Write
- External ID
- Billable
  Required
- Expense Status
  Required
- Approval Status
- Sent Status
- Vendor
  Required
- Expense Date (yyyy-mm-dd)
  Required
- Expense Category
- Expense #
- Description
  Required
- Quantity
  Required
- Amount
  Required
- Expense Code
- GL Code
- Cost Center
- Location
- Tags
- Notes
- Matter Name (Number)||Description||Amount
- File
- Attachments
Action
Write
- Start Date (yyyy-mm-dd)
  Required
- End Date (yyyy-mm-dd)
  Required
- Invoice Date (yyyy-mm-dd)
  Required
- Revenue Forecast Name
- Timeslip Name
- Expense Name
- client Name
- Matter (Name (Number))
  Required
- Account Name
  Required
- Account Number
  Required
Action
Write
- External ID
- Matter Name
  Required
- Matter Number
- Matter Type
  Required
- Linked to matter (Matter number)
- Complex
- Primary Office Handling
- Date Opened (yyyy-mm-dd)
  Required
- Date Closed (yyyy-mm-dd)
- Lead Attorney (FirstName LastName (Initials))
  Required
- Other Attorney (FirstName LastName (Initials))
- Paralegal (FirsName LastName (Initials))
- Docketing Users (FirstName LastName (Initials))
  Required
- Court
- Court Case Number
- Notes
- Admin Notes
- Matter Summary
- Documents Directory
- ClarraDocs Folder
- People With View & Edit Access
- People (FirstName LastName (Initials))
- Group Name
- Excluded Group Users (FirstName LastName (Initials))
Action
Write
- External ID
- Prefix
- First Name
  Required
- Middle Name
- Last Name
  Required
- Suffix
- Title
- Contact Type
- Tags
- Linked Company
- Phone
- Phone Type
- Email
- Email Type
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Notes
- Matter Number
- Key Contact (Yes/No)
- Connection Type
Action
Write
- Plaintiff ID
  Required
- Date (yyyy-mm-dd)
  Required
- Activity Code
- Project Code
- Note
Action
Write
- External ID
- Party Name
  Required
- Matter Name (with number)
  Required
- Recovery Party Type
  Required
- Estimated Fee
- Estimated Cost
- Actual Fee
- Actual Cost
Action
Write
- External ID
- Matter Name (with number)
  Required
- Paying Party
  Required
- Paying Party Type
- Receiving Party
  Required
- Receiving Party Type
- Recovery Amount
- Expected Date (yyyy-mm-dd)
- Received Date (yyyy-mm-dd)
- Notes
- File Attachments
- External Download Link (Optional)
Action
Write
- External ID
- Date (yyyy-mm-dd)
  Required
- Duration (hh:mm)
  Required
- Timekeeper (Initial)
  Required
- Matter (Name (Number))
  Required
- Activity Code
  Required
- Task Code
  Required
- Description
  Required
- Note
- Communication ID
- Billable
Action
Write
- Account ID
  Required
- External ID
- Account Name
- Account Number
- Account Type
- Account Holder Contact ID
- Billing Contact ID
- Primary Contact ID
- Notes
Action
Write
- Communication ID
  Required
- External ID
- Subject
- Body
- Date and Time (The time input is not required if DateTime is used.)
- Time (hh:mm:ss), If the time is not selected with Date, you can enter the time.
- Matter Name with Number (Name (Number))
- Sender (FirstName Lastname (Email) OR FirstName Lastname Phone)
- Sender is a Contact
- To (FirstName Lastname (Email) OR FirstName Lastname Phone)
- Recipient is a Contact
- CC (FirstName LastName (Email) OR FirstName LastName Phone)
- CC Recipient is a Contact
- Tags
- Attachments
- Download URL
- Time Zone
- Create ClarraDocs
- ClarraDocs Status
- Service Type
Action
Write
- Plaintiff ID
  Required
- Company Name
- Website
- Principal Matter - Name (Number)
- Email
- Country Code
- Phone
- Ext.
- Address 1
- Address 2
- City
- State
- Zip Code
- Matter
- Connection Type
- Contact Name
- Connection Type
- Key contact
Action
Write
- Expense ID
  Required
- External ID
- Billable
- Expense Status
- Sent Status
- Vendor
- Expense Date (yyyy-mm-dd)
- Expense Category
- Expense #
- Description
- Quantity
- Amount
- Expense Code
- GL Code
- Cost Center
- Location
- Tags
- Notes
- Matter Name (Number)||Description||Amount
- File
- Attachments
Action
Write
- Invoice ID
  Required
- External ID
- Invoice Number
- Invoice Date (yyyy-mm-dd)
- Invoice Terms
- Due Date (yyyy-mm-dd)
- PO Number
- Billed Contact FirstName LastName (Email)
- Account Name
- Account Number
- Payee Account Name
- Payee Account Number
- Note
- Terms and Conditions
- Invoice Status
- Type Name
- Start Date (yyyy-mm-dd)
- Amount
- ID
- Descriptions
- Item Status
- Matter Name (Number)
- Task Code
- Date (yyyy-mm-dd)
- Activity Code
- Rates
- Hours
- ID
- Item Status
- Descriptions
- Timeslip Matter Name (Number)
- Expense Category
- Expense Date (yyyy-mm-dd)
- Expense Code
- Expense Totals
- ID
- Item Status
- Expense Descriptions
- Expense Matter Name (Number)
Action
Write
- Payment ID
  Required
- External ID
- Payment Date (yyyy-mm-dd)
- Payment Number
- Payor Account Name
- Payor Account Number
- Payee Account Name
- Payee Account Number
- Payment Method
- Payment Status
- Payment Type
- Amount
- Reference
- Transaction ID
- Cheque Number
- Notes
- Expense Number||Matter Name (Number)||Amount
- Invoice Number||Amount
- Matter Name (Number)||Amount
Action
Write
- Plaintiff ID
  Required
- First Name
- Middle Name
- Last Name
- Principal Matter - Name (Number)
- Email
- Country Code
- Phone
- Ext.
- Address 1
- Address 2
- City
- State
- Zip Code
- Matter
- Connection Type
- Contact Name
- Connection Type
- Key contact
Action
Write
- Plaintiff ID
  Required
Action
Write
- Party ID
  Required
- External ID
- Party Name
- Recovery Party Type
- Estimated Fee
- Estimated Cost
- Actual Fee
- Actual Cost
- Is Deleted
Action
Write
- ID
  Required
- External ID
- Paying Party
- Paying Party Type
- Receiving Party
- Receiving Party Type
- Recovery Amount
- Expected Date (yyyy-mm-dd)
- Received Date (yyyy-mm-dd)
- Notes
- Is Deleted
- File Attachments
- External Download Link (Optional)
Action
Write
- Timeslip ID
  Required
- External ID
- Date (yyyy-mm-dd)
- Duration (hh:mm)
- Timekeeper (Initial)
- Matter (Name (Number))
- Activity Code
- Task Code
- Description
- Note
- Billable
Action
Write
- Communication ID
- External ID
- Matter Name
- Matter Number
- Status
- From Date (yyyy-mm-dd)
- To Date (yyyy-mm-dd)
- Type
- From
- To
- Tags
- Subject
- Body
Action
Search
- External ID
- Event ID
- Description
- Event Type
- Milestone
- Event Code
- Date (yyyy-mm-dd)
- Matter Name
- Matter Number
- Plaintiff (Plaintiff ID is required,
- Assigned To
- Status
Action
Search
- Matter Number
- Matter Name
- Vendor
- Expense Category
- Expense Code
Action
Search
- Matter ID
- External ID
- Matter Name
- Matter Number
- Matter Type
- Date Opened (yyyy-mm-dd)
- Date Closed (yyyy-mm-dd)
Action
Search
- Contact ID
- External ID
- First Name
- Last Name
- Contact Types
- Email
- Tags
- Linked Company
- Linked Matter
Action
Search
- Plaintiff ID
- From Date (yyyy-mm-dd)
- To Date (yyyy-mm-dd)
- Activity Code
- Project Code
- Note
Action
Search
- Party ID
- External ID
- Party Name (Email)
- Matter Name (with number)
- Recovery Party Type
- Estimated Fee
- Estimated Cost
- Actual Fee
- Actual Cost
Action
Search
- ID
- Paying Party Name (with email)
- Paying Party Type
- Receiving Party Name (with email)
- Receiving Party Type
- Matter Name (with number)
- Recovery Amount
- Expected Date (yyyy-mm-dd)
- Received Date (yyyy-mm-dd)
- Notes
Action
Search
- Timeslip ID
- External ID
- Description
- Date (yyyy-mm-dd)
- Timekeeper
- Matter Name
- Matter Number
- Activity Code
- Task Code
Action
Search

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write
Account Updated
Triggers when an account is updated.
Trigger
Polling
Try It
Updated Communications Log
Triggers when a Communication Log is updated.
Trigger
Polling
Try It
Event Updated
Triggers when an Event is updated.
Trigger
Polling
Try It
Expense Updated
Triggers when an expense is updated.
Trigger
Polling
Try It
Matter Updated
Triggers when a Matter is updated.
Trigger
Polling
Try It
New ClarraDocs Item
Triggers when a new ClarraDocs Item is created.
Trigger
Polling
Try It
New Company Contact
Triggers when a new Contact of the Category Company is created.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Linked Matter
Triggers when a new Linked Matter is created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
New Plaintiff
Triggers when a new plaintiff is created in system.
Trigger
Polling
Try It
New Recovery Party
Triggers when a new recovery party is created.
Trigger
Polling
Try It
New Recovery Transaction
Triggers when a new recovery transaction is created.
Trigger
Polling
Try It
New Timeslip
Triggers when a new Timeslip is created.
Trigger
Polling
Try It
Individual Contact Updated
Triggers when a Contact of the Category of Individual is updated.
Trigger
Polling
Try It
Recovery Distibution Updated
Triggers when an existing recovery distibution is updated.
Trigger
Polling
Try It
Recovery Party Updated
Triggers when an existing recovery party is updated.
Trigger
Polling
Try It
Recovery Transaction Updated
Triggers when an existing recovery transaction is updated.
Trigger
Polling
Try It
Timeslip Updated
Triggers when a Timeslip updated.
Trigger
Polling
Try It
- External ID
- Matter Name with Number
  Required
- Description
  Required
- Date (yyyy-mm-dd)
  Required
- Status
  Required
- Service Type
  Required
- Tags
  Required
- Notes
- File
  Required
- External Download Links
Action
Write
- External ID
- Company Name
  Required
- Website
- Contact Type
- Tags
- Notes
- Phone
- Phone Type
- Email
- Email Type
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Matter Number
- Connection Type
- Key Contact (Yes/No)
Action
Write
- External ID
- Event Type
  Required
- Milestone
  Required
- Event Code
  Required
- Date (yyyy-mm-dd)
  Required
- Time (hh:mm)
  Required
- Duration (hh:mm)
  Required
- Time Zone
  Required
- Location
- Description
  Required
- Matter ID
- Recurring Event (Default is No)
  Required
- Matter (Name (Number))
  Required
- Individual Plaintiffs (FirstName MiddleName LastName)
- Company Plaintiffs
- Assigned To (FirstName LastName (Initial))
  Required
- Followers (FirstName LastName (Initial))
- Status
  Required
- Notes
- Reminders (1,3,..)
Action
Write
- External ID
- Matter Name (Number)
  Required
- Billable
  Required
- Date (yyyy-mm-dd)
  Required
- Vendor
  Required
- Amount
  Required
- Expense Category
- Expense Code
- Description
- Notes
Action
Write
- Start Date (yyyy-mm-dd)
  Required
- End Date (yyyy-mm-dd)
  Required
- Invoice Date (yyyy-mm-dd)
  Required
- Revenue Forecast Name
- Timeslip Name
- Expense Name
- Client Name
- Matter Name (Number)
  Required
- Account Name
  Required
- Account Number
  Required
Action
Write
- External ID
- Payment Date (yyyy-mm-dd)
  Required
- Payment Number
- Payor Account Name
  Required
- Payor Account Number
  Required
- Payee Account Name
  Required
- Payee Account Number
  Required
- Payment Method
  Required
- Payment Status
  Required
- Payment Type
  Required
- Amount
  Required
- Reference
- Transaction ID
- Cheque Number
- Notes
- Expense Number||Matter Name (Number)||Amount
- Invoice Number||Amount
- Matter Name (Number)||Amount
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Principal Matter - Name (Number)
  Required
- Email
- Country Code
- Phone
- Ext.
- Address 1
- Address 2
- City
- State
- Zip Code
- Matter
- Connection Type
- Contact Name
- Connection Type
- Key contact
Action
Write
- Recovery Transaction ID
  Required
- Receiving Party Name (with email)
  Required
- Receiving Party Type
- Distributed Amount
- Expected Date (yyyy-mm-dd)
- Received Date (yyyy-mm-dd)
- Notes
- File Attachments
- External Download Link (Optional)
Action
Write
- Recovery Phase Type
- Matter Name (Number)
  Required
- Contact - FirstName Lastname (Email)
  Required
- Amount
- Actual Date (yyyy-mm-dd)
- Notes
- External ID
Action
Write
- External ID
- Matter Name (Number)
  Required
- Revenue Forecast Type
  Required
- Start Date (yyyy-mm-dd)
  Required
- End Date (yyyy-mm-dd)
- Recurring Mode
- Payor (Firstname Lastname (email))
  Required
- Payee (Firstname Lastname (email))
  Required
- Amount
  Required
- Fee Type
- Notes
Action
Write
- Plaintiff ID
  Required
Action
Write
- ClarraDocs ID
  Required
- External ID
- Matter Name with Number
- Description
- Date (yyyy-mm-dd)
- Status
- Service Type
- Tags
- Notes
- File
- External Download Links
Action
Write
- Contact ID
  Required
- External ID
- Company Name
- Website
- Contact Type
- Tags
- Notes
- Phone
- Phone Type
- Email
- Email Type
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Matter Number
- Connection Type
- Key Contact (Yes/No)
Action
Write
- Event ID
  Required
- External ID
- Event Type
- Milestone
- Event Code
- Date (yyyy-mm-dd)
- Time (hh:mm)
- Duration (hh:mm)
- Time Zone
- Location
- Description
- Matter (Name (Number))
- Individual Plaintiffs (FirstName MiddleName LastName)
- Company Plaintiffs
- Assigned To (FirstName LastName (Initial))
- Followers (FirstName LastName (Initial))
- Status
- Notes
- Reminder (1,2,..)
Action
Write
- Expense Forecast ID
  Required
- External ID
- Matter Name (Number)
- Billable
- Date (yyyy-mm-dd)
- Vendor
- Amount
- Expense Category
- Expense Code
- Description
- Notes
Action
Write
- Matter ID
  Required
- External ID
- Matter Number
- Matter Name
- Matter Type
- Complex
- Primary Office Handling
- Date Opened (yyyy-mm-dd)
- Date Closed (yyyy-mm-dd)
- Lead Attorney (FirstName LastName (Initials))
- Other Attorney (FirstName LastName (Initials))
- Paralegal (FirsName LastName (Initials))
- Docketing Users (FirstName LastName (Initials))
- Court
- Court Case Number
- Notes
- Admin Notes
- Matter Summary
- Linked to matter (Matter number)
- Documents Directory
- ClarraDocs Folder
- People With View & Edit Access
- People (FirstName LastName (Initials))
- Group Name
- Excluded Group Users (FirstName LastName (Initials))
Action
Write
- Contact ID
  Required
- External ID
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Title
- Contact Type
- Tags
- Linked Company
- Phone
- Phone Type
- Email
- Email Type
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Notes
- Matter Number
- Connection Type
- Key Contact (Yes/No)
Action
Write
- Plaintiff Note ID
  Required
- Plaintiff ID
- Date (yyyy-mm-dd)
- Activity Code
- Project Code
- Note
Action
Write
- Distribution ID
  Required
- Receiving Party Name (with email)
- Receiving Party Type
- Distributed Amount
- Expected Date (yyyy-mm-dd)
- Received Date (yyyy-mm-dd)
- Is Deleted
- Notes
- File Attachments
- External Download Link (Optional)
Action
Write
- Recovery Phase ID
  Required
- External ID
- Recovery Phase Type
- Party Name (with email)
- Amount
- Actual Date (yyyy-mm-dd)
- Notes
- Is Deleted
Action
Write
- Revenue Forcast ID
  Required
- External ID
- Matter Name (Number)
- Start Date (yyyy-mm-dd)
- End Date (yyyy-mm-dd)
- Payor (Firstname Lastname (email))
- Payee (Firstname Lastname (email))
- Amount
- Fee Type
- Notes
Action
Write
- Account Name
- Account Number
- Account Owner
- Account Type
Action
Search
- Contact ID
- External ID
- Company Name
- Contact Types
- Email
- Tags
- Linked Matter
Action
Search
- Matter Number
- Matter Name
- Expense ID
- Expense Number
- Vendor Name
- Expense Date
- Expense Category
- Approval Status
- Sent Status?
- GL Code
- Cost Center
- Location
Action
Search
- Invoice Number
- Invoice Status
- Matter Number
- Matter Name
- Approval Status
- Sent Status
- Invoice Start Date
- Invoice End Date
- Due Start Date
- Due End Date
- Total Start Amount
- Total End Amount
- Billed To
- PO Number
- Invoice Terms
- Terms and Conditions
- Notes
Action
Search
- Payment Number
- Payor Account
- Payee Account
- Transaction ID
Action
Search
- Plaintiff Name
- Principal Matter
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- Distribution ID
- Recovery Transaction ID
  Required
- Receiving Party Name (with email)
- Receiving Party Type
- Recovery Amount
- Distributed Amount
- Expected Date (yyyy-mm-dd)
- Received Date (yyyy-mm-dd)
- Notes
Action
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- ID
- Recovery Phase Type
- Matter Name (with number)
- Party Name (with email)
- Amount
- Is Deleted
- Actual Date (yyyy-mm-dd)
- Notes
Action
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- Matter Number
- Matter Name
- Revenue Forecast Type
- Start Date
- End Date
- Recurring Every
- Payor
- Payee
- Fee Type
Action
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About Clarra

Clarra is a case and practice management tool for law firms.

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About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

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