KCS - What Fields Are Included In A Contact Import?

Objective:

  • Migrate Contacts to Clio.
  • Import Contacts.
  • Identify Fields for Importing Contacts.

Environment:

  • Clio Web App
  • Clio Importer.

Additional Information:

If you have a Company contact file, import it first, then People contacts. 

A Company contact imported on the same line as the Person will be considered the "employer" of the contact.

This article is specifically for the importers at: app.clio.com/settings/imports

Answer:

Required Fields:

  • First Name, Last Name and/or Company Name

Optional Fields

  • Prefix - (ex: Mr, Mrs, Dr, etc)
  • Job Title - (ex: CEO, Attorney, etc) 
  • Website - (URL)
  • Work Street 
  • Work City
  • Work State
  • Work Zip (or Postal Code)
  • Work Country
  • Home Street
  • Home City
  • Home State
  • Home Zip (or Postal Code)
  • Home Country
  • Other Street
  • Other City
  • Other State
  • Other Zip (or Postal Code)
  • Other Country
  • Work Email
  • Fax
  • Fax 2
  • Fax 3
  • Other Phone
  • Other Phone 2
  • Mobile Phone (Cell)
  • Home Phone
  • Pager Phone
  • Work Phone (Business Number)
  • Work Email
  • Other Email
  • Other Email 2
  • Notes (Contact Memo/Note)
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