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How to Import Multiple Related Contacts for the Same Client into Clio

Objective:

  • Can I add more than one related contact to a single contact when importing related contacts into Clio?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Adding Related Contacts to CSV

  1. Open the Related Contacts import template
  2. Remove the sample row information (all the row data below the 1st row)
  3. Input the matter data for one of the related contacts (matter, relationship, company, first_name, last_name)
  4. Right-click on the row number of the row below 
  5. Select Insert (which would insert a new row)
  6. Input the matter data for the second related contact (second first name and last name)
  7. Save the file

Importing CSV

  1. Open the imports page
  2. Click Add on the top right
  3. From the Import dropdown select Matter/Contact relationship from CSV
  4. Click Choose File
  5. Select the Related Contacts template you just filled out
  6. Click Upload File
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