- Exporting Contacts from Clio to Clio Grow via CSV
- Clio Grow
Ensure there is a "Clio ID" Column when Exporting Contacts from Clio to a CSV by selecting "Available Columns"
Click here for the steps on how to Export Contacts from Clio.
- Go to the Settings tab in Clio Grow
- Select Import Data
- Select "Import from Spreadsheet (Excel or CSV)"
- Select "Select A File" and open saved Excel document you Exported from Clio
- Select Continue
- Map the "ID" Spreadsheet Field to "Clio ID" Clio Grow Fields
- Review and select "Done"