January 19th, 2012 by Gwynne Monahan
Back in July 2011, we posted a #cliotraining Tip on Chrometa. It seems to have flown under the radar, and seeing a fair amount of discussion on time tracking tools, we thought we’d revisit it.
To review: Chrometa is a downloadable application that runs in the background. So when you open or compose an email, draft a document, answer phones, conduct meetings or anything else you do throughout the day, Chrometa automatically tracks time spent on each. In other words, no need to use timers, spreadsheets or sticky notes to track your time.
Chrometa offers a free 30-day trial, and has three packages: Basic, Premium and Ultimate.
If you already use Chrometa and Clio, first check to see that Chrometa “Projects” are named the same as your Clio “Matters.” Then follow these steps from Chrometa to export your data:
- Log into Chrometa.
- Go to Account –> Integrations.
- Check the box under “Enable Clio CSV Export.”
- Click “Update” to save the change.
- Categorize and annotate your Chrometa time entries using the Summary and/or Timestamps tab.
- Create a new invoice from these entries (via Chrometa’s new Invoices tab).
- Locate this invoice in your Invoices List.
- Select the “Actions” menu drop down on the right.
- Select “Export To Clio.”
A CSV file is created and downloaded in your browser.
Now that you have all your captured time from Chrometa in a CSV file, you can easily import the file into Clio:
- Log into Clio.
- Go to https://app.goclio.com/imports
- Click “Add.”
- Choose “Activities from CSV” from the Import drop down menu.
- Click “Choose File” and search for the Chrometa CSV.
- Click “Upload File.”
Now your time has been imported into Clio!
Got a tip to share? Let us know. We’d love to hear them!