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How to Import Contacts to Clio Manage

Objective:

  • How to Import Contacts from an Export file
  • Upload my Contact list from an Excel (CSV) file
  • Import VCard

Environment:

  • Clio Web App

Additional Information:

Procedure: 

  1. Go to https://app.clio.com/imports(NA) or https://app.goclio.eu/imports (EU)
  2. Click Add
  3. Click the Import drop down menu
  4. Choose either Contacts from vCard or Contacts from Outlook CSV (depending on what format your contacts are currently in)
  5. Click Choose File and locate the file from its location on your computer
  6. Click Upload File
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