How Do I Import My Contact List from Clio Manage into Clio Grow?
Objective:
- Export Contacts from Clio Manage and move them into Clio Grow
- Migrate clients from Clio Manage to Clio Grow
- How do I bring Contact data from Clio Manage into Clio Grow
- Import contacts from Clio Manage to Clio Grow
- Bring contact data from Clio Manage to Clio Grow
- Exporting Contacts from Clio Manage to Clio Grow via CSV
- Add Contact details to the spreadsheet template from Clio Manage
- Populate Contact information from Clio Manage into CSV for import into Clio Grow
Environment:
Additional Information:
Procedure:
Phase 1: Export your Contact List from Manage
- Open the Clio Manage Exports page:
- For North American accounts, click here
- For EU/EMEA accounts, click here
- Click Excel Ready CSV next to Contacts
Phase 2: Reformat your Spreadsheet for Grow
- Open the CSV file in Excel
- Delete rows for contacts that you don't want to bring over
- Use the instructions in this article and the attached file to reformat the sheet
- Save the Document
Phase 3: Import Contacts into Grow
- In Clio Grow, go to the Settings
- Click on the Import Data tab
- Select Import From Spreadsheet
- Choose and upload the import file
- Map the fields in the spreadsheet to the corresponding Clio Grow fields using the drop-down menu
- Click Import Contacts when ready
- Wait for the file to process
- Review the contacts that were imported
- Click Done when ready to finalize the import