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Why Is Some of My Data Not Included on Contact Exports?

Objective:

  • Missing addresses, phone numbers, or email addresses when exporting my persons and companies

Environment:

  • Clio Manage
  • Excel

Additional Information:

When exporting Contacts, Clio follows the formatting standards of Outlook Contact CSVs, which only permits a single address, phone number, or email address of a given type. Clio uses the Outlook Contact CSV format as its export format since it is a standard convention used for importing and exporting between many different software. 

Clio uses the same file format when exporting using Data Escrow.

Answer:

If there are multiple addresses, phone numbers, or email addresses of the same type (e.g. Work phone number, or Billing address), Clio will only export the first record of a given type. Phone number types or: Other, Pager, Skype currently will not be included on the export. The data in these fields will need to be manually entered into the exported CSV file under their respective columns. 

  

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