KCS - Can I Export my Clio Contacts to Lexicata?

Objective:

  • To determine whether Clio Contacts can be exported into Lexicata
  • Can I Import my Clio Contacts into Lexicata
  • To determine if Clio Contacts can be moved to Lexicata
  • Does Clio sync to Lexicata

Environment:

  • Clio Web App
  • Lexicata

Additional Information:

This must be done for each Contact individually.

There is not a bi-directional sync between Lexicata and Clio.  Once they are integrated, information is pushed from Lexicata to Clio. 

 

Answer:

Yes, this is done Contact by Contact and more details on how to do this is within the Lexicata article here.

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