Objective:

• Exporting Contacts from Clio to Clio Grow via CSV

Environment:

• Clio Grow

Additional Information:

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.

Procedure:

1. Go to the Settings tab in Clio Grow
2. Select Import Data
3. Select "Import from Spreadsheet (Excel or CSV)"
4. Select "Select A File" and open saved Excel document you Exported from Clio
5. Select Continue
6. Map the "ID" Spreadsheet Field to "Clio ID" Clio Grow Fields
7. Review and select "Done"