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)