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KCS - Can I Import my Clio Contacts into Lexicata

Objective:

  • To determine if Clio Contacts can be moved to Lexicata
  • Does Clio sync to Lexicata

Environment:

  • Clio Web App
  • Lexicata

Additional Information:

There is not a bi-directional sync between Lexicata and Clio.  Once they are integrated, information is pushed from Lexicata to Clio. 

One very important thing to be aware of if you are importing contacts from Clio, is that your spreadsheet has a column with all of the Clio IDs. This column should be named “Unique ID” in a spreadsheet of contacts that was exported directly from Clio.

This ID is the key that will connect the contact between Lexicata and Clio and will prevent contact duplication, so it's important not to overlook it when mapping the fields

Answer:

Yes, a simple Contact Export can be done, so that the .CSV file can be used to import the Contacts into Lexicata. 

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