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How to Bring Outlook Contacts into Clio Manage

Objective:

  • Import Outlook contacts to Clio
  • Export contacts from Outlook

Environment:

  • Microsoft Outlook
  • Clio Manage

Additional Information:

  • The link to the Outlook directions (also listed below) from Microsoft's website can be found HERE

Procedure:

In Outlook:

  1. Select File.
  2. Select Open & Export > Import/Export.
  3. Select Export to a file > Next.
  4. Select Comma Separated Values > Next.
  5. Under the email account you want to export contacts from, select Contacts.
  6. Select Browse... and go to where you want to save your .csv file.
  7. Type in a file name and then select OK.
  8. Select Finish.


In Clio:

  1. Go to https://app.clio.com/imports (NA) or https://app.goclio.eu/imports (EU)
  2. Click Add
  3. Click the Import drop-down menu
  4. Choose Contacts from Outlook CSV 
  5. Click Choose File and locate the file from its location on your computer
  6. Click Upload File
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