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How Can I Create Labels Using Exported Clio Contacts?

Objective:

  • Adding an address to an adhesive decal
  • Creating Mailing Labels

Environment:

  • Clio Manage
  • Microsoft Excel
  • Microsoft Word

Additional Information:

More information from Microsoft about how to use Mail Merges in Word can be found here

Merge Fields are named based on the first row of the recipients spreadsheet. 

Procedure:

Export the desired data from Clio and remove any unneeded columns

  1. Export your data (see here)
  2. Open the exported CSV in Excel
  3. Delete any unneeded Columns
  4. Save the spreadsheet as a .xls or .xlsx file

Start the Mail Merge

  1. In Word click on the Mailings tab
  2. Click Start Mail Merge
  3. Select Labels 
  4. Select the desired Label template
  5. Click OK
  6. Click Select Recipients
  7. Select Use an Existing List
  8. Find the .xlsx file from the previous section
  9. Click Open
  10. Click Yes
  11. Click OK

Insert Merge Fields

For each required Merge Field:

  1. Click Insert Merge Field
  2. Find the field in the dropdown and click it
  3. Format the Merge Field tags how you'd like the merged data to appear

Preview and finish the Mail Merge

  1. Click Preview Results
  2. Use the left and right arrows to view additional results
  3. Once satisfied, click Finish and Merge
  4. Click Print Documents and complete printing instructions

 

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