2017

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KCS - How do I Export Contacts from Rocket Matter?

Objective:

  • Migrate data into Clio
  • Export Contacts from Rocket Matter

Environment:

  • Rocket Matter

Additional Information:

The CSV spreadsheet will most often be saved to your Downloads folder on your computer.

Procedure:

  1. Log into Rocket Matter
  2. Click Admin on the right-hand corner
  3. Scroll down down to click Export your contacts to CSV
  4. Click Export 
  5. Choose a location to save the file

 

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