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How Do Add Middle Names to My Contact Import?

Objective:

  • Migration template
  • Import middle name

Environment:

  • Clio Manage

Additional Information:

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"

Procedure:

  1. Open the Contact migration template
  2. Insert a new column between "first_name" and "last_name"
  3. In row 1 type in the header "middle_name"
  4. Fill out the middle names in that column for all contacts

 

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