KCS - How To Export all Contact Information

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 Web App
  • Contacts

Additional Information:

  • This is different from the Contact Information Report which produces only phone numbers and email addresses.
  • For information on grooming the CSV for mailing labels or lists please see THIS article.

Procedure:

  1. Click Contacts
  2. Optionally apply filters to restrict the Contacts you wish to export
  3. Click Export
  4. 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
  5. Click Create Export
  6. Wait for the Export to be generated
  7. Click Download

 

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