KCS - How to Change Contact Type

Objective:

  • How to convert contacts from person to company
  • How to convert contacts from company to person
  • How to change contacts from one type to the other

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Export your Contacts from Clio to CSV
  2. Delete the Contacts from Clio (Please ensure you have disconnected any contact syncs before performing this step, otherwise your contacts will be deleted from your synced software as well)
  3. Open the CSV in Excel, and modify the data to follow these instructions.
  4. Import the modified CSV to Clio
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