- Syncing Contacts from one Clio account to another
- Clio to Clio Migration
- How to Export and Import Contacts from Clio
- Clio Web App
- Export Contacts out of the Clio. For instructions, click here.
- Save that exported CSV file on your computer.
- Download the Contact Migration template available in the following article: Migration Templates
- Manually move the data from the downloaded CSV file to the appropriate columns in the Contact Migration Template.
- Import the data into Clio. For instructions, click here.