Objective:

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

Environment:

• Clio Manage
• 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)