Clio + Microsoft Excel

Create time entry in Clio from updated rows in Microsoft Excel

Streamline your time tracking process with this efficient workflow. When you update a row in Microsoft Excel, it initiates the creation of a new time entry in Clio. This automation saves you time, eliminates manual data entry, and ensures your Clio records stay up-to-date with every change you make in your Excel sheets.

Streamline your time tracking process with this efficient workflow. When you update a row in Microsoft Excel, it initiates the creation of a new time entry in Clio. This automation saves you time, eliminates manual data entry, and ensures your Clio records stay up-to-date with every change you make in your Excel sheets.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    Updated Row

    Triggers when a row is added or updated in a worksheet.

    TriggerPolling
  2. automatically do this!
    ClioClio
    Create Time Entry (Activity)

    Creates a new time entry.

    ActionWrite
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Supported triggers and actions

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    Action
    Write
    • Plan Restrictions

    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write
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clio logo

About Clio

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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excel logo
excel logo

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.
Learn more

Related categories

  • Microsoft
  • Spreadsheets

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