Objective:
- Import Contacts into Manage from Clio Grow
- Move Contacts from Clio Grow into Clio Manage
Environment:
- Clio Grow
- Clio Manage
- Microsoft Excel
Additional Information:
WARNING: This is a process that is not recommended. While it is possible to export Contacts as a CSV from Clio Grow and import into Clio Manage, this will create duplicates in the future, when a Matter or Contact is individually exported from Clio Grow to Clio Manage.
Procedure:
In Clio Grow:
- Click on Contacts on the main navigation bar
- Ensure that the View All tab in the sub-navigation is selected
- Scroll to the bottom of the page
- Click Export all contacts to CSV
- Open the exported CSV in Excel or Google Sheets
Open the exported CSV and perform the following edits to the CSV header:
- Update First to First Name
- Update Last to Last Name
- Update Primary Email to E-mail Address
- Update Street to Other Street
- Update City to Other City
- Update State to Other State
- Update Country to Other Country
- Update Zipcode to Other Postal Code
(note: these headers are case sensitive)
Once it's a CSV file, in Clio Manage:
- Go to https://app.clio.com/imports(NA) or https://app.goclio.eu/imports (EU)
- Click Add
- Click the Import drop down menu
- Choose Contacts from Outlook CSV
- Click Choose File and locate the file from its location on your computer
- Click Upload File