2017

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KCS - How To Export all Contact Information

Objective:

  • Contacts data export
  • Generate/pull mailing list
  • Get all Contact addresses out of Clio
  • Downloading client info
  • 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 on the Contacts tab in the black bar
  2. Click the blue Export button in the upper right corner
  3. Select Export All
  4. Change output format to CSV
  5. Click Create Export
  6. Click Download

 

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