Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality