Objective:
- Missing addresses, phone numbers, or email addresses when exporting my persons and companies
- Contacts Export from Exports Page
Environment:
- Clio Manage
- Excel
- Clio Grow
Additional Information:
When exporting Contacts, Clio follows the formatting standards of Outlook Contact CSVs, which only permits a single address (of a given type), phone number (of a given type), or email address. 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.
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. Only the primary email address will be included on the export. 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.