- Migration template
- Import middle name
- Clio Manage
When importing contacts, the default contact migration template (example_contacts.csv) does not have a middle name column to add client's middle names. You can create a new column with the header of "middle_name"
- Open the Contact migration template
- Insert a new column between "first_name" and "last_name"
- In row 1 type in the header "middle_name"
- Fill out the middle names in that column for all contacts