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How Can I Get Already Created Contacts in Clio to Constant Contact?

March 11, 2019 21:28

Objective:

Move old Contacts from Clio to Constant Contact

Environment:

Clio Web App
Zapier
Constant Contact

Additional Information:

Zapier only moves new created Contacts from Clio to Constant Contact. This is how to get already-created Contacts in Clio to Constant Constant Contact.

Answer:

Perform an export of your contacts from Clio as a CSV file by following these steps. Once that is done, you can import to Constant Contact by following the steps in their support article here:

https://knowledgebase.constantcontact.com/guides/KnowledgeBase/5296-import-or-upload-a-file-of-contact-email-addresses