The Clio ID (UniqueId Column) in the Manage Export is required to link your Contacts from Clio Manage to Clio Grow
We only recommend importing your Contacts into Grow. Importing Matters will lead to duplicates in Manage, and there is currently no way to import Related Contacts to a Matter in Grow.
Data cannot be inputed into custom fields of the following types:
Picklist/dropdown, checkbox, contact select
NOTE: If importing an updated Contact list from Clio Manage please note that Grow does not do any duplicate checking (i.e name, email or Clio Manage ID). This means you will need to remove any Contacts that would cause duplicates prior to the new import( contacts already in Grow).
For information on how to import a single Contact from Clio Manage to Clio Grow, see here.