- 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
- Clio Web App
- Export your Contacts from Clio to CSV
- 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)
- Open the CSV in Excel, and modify the data to follow these instructions.
- Import the modified CSV to Clio