KCS - How To Migrate Contacts from Clio to Clio

Objective:

  • Syncing Contacts from one Clio account to another 
  • Clio to Clio Migration 
  • How to Export and Import Contacts from Clio 

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Export Contacts out of the Clio. For instructions, click here.
  2. Save that exported CSV file on your computer. 
  3. Download the Contact Migration template available in the following article: Migration Templates
  4. Manually move the data from the downloaded CSV file to the appropriate columns in the Contact Migration Template. 
  5. Import the data into Clio. For instructions, click here

 

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