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Answer

Exporting Time Entries from Clio to Cosmolex

  • September 23, 2020
  • 1 reply
  • 87 views
K

Hi All! 

I’m a sole practitioner attorney who does a lot of independent contractor work for other law firms that all have their own time entry systems. This presents a unique challenge of having to manually enter my time each week in our own CRM system, and in our clients’ CRM systems. 

Does anyone have any experience or insight into how best to export time entries from the Clio CRM system to the Cosmolex CRM system? Even better, has anyone figured out a way to automate this process to avoid having to manually enter time in both systems? 

Thanks in advance! 

Best answer by AndrewJDavison

Hi @KHomiak 

Unfortunately, it seems Cosmolex CRM does not yet integrate with Zapier, so a direct connection won’t be possible.

Have you checked if it’s possible to do a CSV export of time entries from Clio and manually upload to Cosmolex?

Wemakefuture
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

AndrewJDavison
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  • AndrewJDavisonZapier Solution Partner
  • Zapier Solution Partner
  • Answer
  • September 29, 2020

Hi @KHomiak 

Unfortunately, it seems Cosmolex CRM does not yet integrate with Zapier, so a direct connection won’t be possible.

Have you checked if it’s possible to do a CSV export of time entries from Clio and manually upload to Cosmolex?

Find out more and hire me: https://zapier.com/partnerdirectory/andrewjdavison (andrew@andrewjdavison.com)
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