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How Do I Fill Out The Contacts Import Template?

Objective:

  • Import Contacts into Clio Manage
  • Bulk import Contacts into Clio Manage
  • Add Contacts Information to the spreadsheet template 
  • Populate Contacts CSV for import into Clio

Environment:

  • Excel
  • Clio Manage

Additional Information:

  • Do not modify the column headers as they are mapped into Clio
  • Contacts must be imported before Matters for them to be linked properly
  • The required fields are either First Name or Company Name
    • If both are present, a Person is created that is linked to that Company
    • If that Company does not yet exist in the system, then an empty Company is also created, and the Person that is created has all the other information (address, etc.).

Answer:

  1. Open this template 
  2. Populate the spreadsheet with your Contacts information
    • title: Enter their title (i.e. Mr, Ms, Mrs)
    • job_title: Enter their job title
    • first_name: Enter their first name (Required)
    • last_name: Enter their last name (Required)
    • company: Enter their company name
    • business_street: Enter their street address
    • business_city: Enter their city
    • business_state: Enter their state
    • business_postal_code: Enter their postal code
    • email_address: Enter their email address
    • primary_phone: Enter their phone number
  3. Save the file in CSV format
  4. Import the file by following the steps below:
    • Open Clio's Import page:
      • For North American accounts, click here
      • For European accounts, click here
    • Click Add
    • Under Import select Contacts from Outlook CSV
    • Click Choose File
    • Select the CSV file you saved in step 3
    • Click Upload File
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