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How to Import Contacts via CSV or Excel File in Clio Grow

Objective

  • How do I Import Contacts into Clio Grow?

Environment:

  • Clio Grow

Additional Information:

  • Use the steps here for populating the Contacts Import template.
  • Contacts that have been imported CANNOT be removed in bulk. 
  • There are certain Custom Fields (Dropdown and Checkbox Custom Fields) that cannot have data imported into from a CSV file. 
  • Note that a Contact will not import unless:
    • It has a First and Last Name or the Name of a Company (a Contact with only a First name will not import)

Procedure:

If you want to bring Contacts you already have in Clio Manage into Clio Grow, please take a look at these instructions: How Do I Import My Contact List From Clio Manage Into Clio Grow?

If you have your Contacts listed elsewhere, use the below steps.

Phase 1: Reformat your Spreadsheet for Grow

  1. You will need to follow the steps listed here to help you set up and populate the Contacts Import Template for Grow. 
  2. If you have already done this, or once that is complete, use the import steps below.

Phase 2: Import Contacts into Grow

  1. In Clio Grow, go to the Settings
  2. Click on the Import Data tab
  3. Select Import From Spreadsheet
  4. Choose and upload your import file
  5. Map your spreadsheet fields to the Clio Grow fields via the dropdowns
  6. Click Import Contacts when ready
  7. Wait for the file to process
  8. Review the contacts that were imported
  9. Click Done when ready to finalize the import
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