Objective:
- Import Related Contacts into Clio Manage
- Bulk upload Related Contacts into Clio Manage
- Add Related Contacts Information to the spreadsheet template
- Populate Related Contacts CSV for import into Clio
Environment:
- Excel
- Clio Manage
Additional Information:
- Do not modify the column headers as they are mapped into Clio
- Please ensure that each contact has a Matter and a Relationship filled out in the import template
- The CSV will match the Related Contacts with existing Contacts in Clio, and will create a Contact if there is no exact match.
Procedure:
Note: To link the Related Contacts to existing Clio Contacts, the Contacts themselves must be uploaded, or created in Clio first. The first_name, last_name, and/or company fields must match the Contact Record exactly. More information about importing Contacts can be found here: How to Import Contacts into Clio Manage
- Open this template
- Populate the spreadsheet with your Related Contacts information:
- matter: Must be an exact match for a Matter Display Number in Clio (excluding the description)
- relationship: Enter the relationship of this contact
- company, first_name, last_name: for linking the matters to the contacts and should match exactly with the first/last/company names in your Contact import (or existing Contacts in Clio)
- Save the file in CSV format
- Import the file by following the following steps: