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Can you Bulk Import Company Contacts and Employees from Clio Manage to Clio Grow?

Objective:

  • Add Company contacts from Clio Manage into Clio Grow so there aren't duplicates  

Environment:

  • Grow

Additional Information:

  • Use the steps here to Import Contacts into Clio Grow

Answer:

Yes! When preparing the Clio Grow Contact Import Spreadsheet (more info here) the following should be considered to import Company contacts:

  • Leave the First Name and Last Name columns blank for the Company Contact row, but enter the Company's Name in the Company column  
  • For any employees or points of contact that should be associated with the aforementioned Company once imported, the Person contact must have a First Name and Last Name. Enter the Company name (must match the Company's name in its' row) in the Company column and optionally a Title. 

In the example screenshot below, Lory Lumber is an employee at Cinzia's T-Shirts. Based on this spreadsheet, Clio Grow will import 2 contacts:

  • (1) Cinzia's T-Shirts as a Company and
  • (2) Lory Lumber as a Person and Employee under the Company.  

Clio Grow also knows these Contacts are linked to existing Clio Manage Contacts since both rows have the ID column populated. 

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