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How Do I Export a List of Contacts Including Which Company They Work For?

Objective:

  • Export a list of Contacts with job title and company name
  • Export all contact information
  • Export Contact information for holiday cards

Environment:

  • Clio Manage

Additional Information:

For information regarding MailMerge, please see here

Procedure:

  1. Open Clio's Exports page:
    • For North American accounts, click here
    • For European accounts, click here
  2. Click Excel Ready CSV next to Contacts

 

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