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KCS - How to Import Contacts into Clio

Objective:

  • Import Contacts from an Export file

Environment:

  • Clio Web App

Additional Information:

  • If switched over to the New Clio Experience, using https://app.clio.com/imports will automatically redirect to https://app.clio.com/nc/#/settings?path=imports
  • Use the steps here for populating the Contacts Import template
  • To view the details of any failures, click on the number in the ID column and scroll down to the Import Failures section
  • You will use Contacts from Outlook CSV for all CSV files

Procedure: 

  1. Go to https://app.clio.com/imports(NA) or eu.app.clio.com/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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