How Do I Bulk Import Related Contacts into Clio?

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

1. Open this template
2. 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)
3. Save the file in CSV format
4. Import the file by following the following steps:
   • Open Clio's Import page:
     • For North American accounts, click here
     • For European accounts, click here
   • Click Add
   • Under Import select Matter/Contact relationship from CSV
   • Click Choose File
   • Select the CSV file you saved in step 3
   • Click Upload File