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How to Import a Contact from Clio Manage Directly to Clio Grow

Environment:

  • Clio Grow

Additional Information:

Note: The single-contact import functionality has been temporarily disabled by our development team. It is being fixed and will soon be re-enabled. - At this time a full CSV Export can be done.

  • In order to import a Contact you must first connect Clio Manage to Clio Grow through the Integrations sub-tab located in the Settings of Clio Grow. 
  • Note: This feature only allows the importation of 1 contact at a time

  • If you cannot find the contact you are looking for, then this may be caused by one of these limitations:

    • The contact is already in Clio Grow
    • The contact is a Company Contact (cannot be imported via this feature)

Procedure:

  1. Go to the Settings page
  2. Click on the Import Data tab
  3. Select Import from Clio
  4. Use the search field to search for the Clio contact
  5. Select the desired contact and click Import Selected Contacts 
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