KCS - How Do I Export Contacts From Clio?

Objective:

  • Transfer data from one Clio account to another
  • Import persons and companies into Clio
  • Clio to Clio migration

Environment:

  • Clio Web App

Additional Information:

Please note: 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. Click Contacts
  2. Optionally apply filters to restrict the Contacts you wish to export
  3. Click Export
  4. Select an Output Format
    • For importing into Excel, choose CSV
    • For migrating between two Clio accounts, choose CSV
    • For importing into most other softwares, choose CSV
    • For exporting into a readable format, choose PDF
  5. Click Create Export
  6. Wait for the Export to be generated
  7. Click Download

 

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