Objective:

• How to Export Contacts from Clio For Migrations
• Transfer data from one Clio account to another
• Export persons and companies from Clio

Environment:

• Clio Manage

Additional Information:

If you are exporting your contacts to be migrated/imported into another system or Clio account, then please note that the success of any data migration depends primarily on the quality of the data set in your original Clio account. Before attempting to migrate your information into a new Clio account, please ensure that your data is consistently formatted and well organized. If you are not certain, it is recommended that you consult with your Clio representative before proceeding.

Procedure:

1. Open Clio's Exports page. You must be an Administrator on the account to view the Exports page.
   • For North American accounts, click here.
   • For UK and EMEA accounts, click here.
   • For Canadian accounts, click here.
2. Click Excel ready CSV next to Contacts.