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How do I Bulk Export my Contact List in Clio Grow to a CSV/Excel File?

Environment:

  • Clio Grow

Additional Information:

  • Note: Only admins on the account will have access to this feature

Procedure:

  1. Click on the Contacts button in the main navigation
  2. Scroll to the bottom of the page
  3. Click Export all contacts to CSV
  4. Click Send CSV
  5. Wait for the email with the attachment to be emailed to you
  6. Click the download link in the email
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