Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

How Do I Include the Clio ID when Importing Contacts into Clio Grow from Clio Manage

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"

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality