Objective:
- Contacts data export
- Generate/pull mailing list
- Get all Contact addresses out of Clio
- Transfer data from one Clio account to another
- Export list of client addresses
- Printing labels of client addresses
- Find out when a Contact was created in Clio
Environment:
- Clio Manage
Additional Information:
- This is different from the Contact Information Report which produces only phone numbers and email addresses.
- For information on customizing the CSV for mailing labels or lists please see this article.
Procedure:
To generate a list of primary Contact info, follow these steps:
- Click Contacts
- Optionally apply filters to restrict the Contacts you wish to export
- Click Export
- Select an Output Format
- For importing into Excel, choose CSV
- For migrating between two Clio accounts, choose CSV
- For importing into most other softwares, choose CSV
- For exporting into a readable format, choose PDF
- Click Create Export
- Wait for the Export to be generated
- Click Download
To generate a list of all Contact info, follow these steps:
Go to the export page by clicking this link:
- https://app.clio.com/nc/#/settings?path=export (U.S.)
- https://eu.app.clio.com/nc/#/settings?path=export (EU)
- https://ca.app.clio.com/nc/#/settings?path=export (CA)
Click on Contacts