The Clio Cloud Conference is happening October 26-29. Save your spot.

How to Import Contacts into Clio Grow

Objective:

  • Import contacts into Grow

Environment:

  • Clio Grow

Procedure:

  1. Click Settings
  2. Click Import Data
  3. Click Import from Spreadsheet (Excel or CSV)
  4. Read over How to import contacts instructions
  5. If all criteria mentioned in How to import contacts are met, then click Select A File
  6. Choose the import file and click Open
  7. Click Continue

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality