KCS - How to Export Contacts From Clio For Migrations

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. Open Clio's Exports page:
    • For North American accounts, click here
    • For European accounts, click here
  2. Click Excel Ready CSV next to Contacts
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