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KCS - How Do I Fill Out The Contacts Import Template?


  • Add Contact details to the spreadsheet template
  • Populate Contact information into CSV for import into Clio


  • Excel

Additional Information:

  • The required fields are either First Name or Company Name. If both are present, the system assumes that the name is an employee of the company and the included information is for the employee
  • Rows 2 and 3 are meant to serve as example information and can be deleted
  • If this information already exists in a separate spreadsheet, you can copy and paste it into the corresponding columns in the Template
  • Contacts must be imported before Matters for them to be linked properly
  • Use the steps here for importing


  1. Open the attached Template
  2. Populate the spreadsheet with your Contacts' information
  3. Save the file in CSV format
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