How to Import Contacts Into Clio Manage

Objective:

• How to Import Contacts from an Export file
• Upload my Contact list from an Excel (CSV) file
• Import VCard
• Can I import a list of Clients into Clio Manage?

Environment:

• Clio Manage

Additional Information:

• URL 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.
• Use Contacts from Outlook CSV for all CSV Contact files.
• For a full list of what can be exported from and imported into Clio, click here.

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