Objective:
- Add pieces of Contact information in bulk from the import page.
- Bulk update Contacts.
- Change many Contacts already in Clio at once.
Environment:
- Clio Manage
Additional Information:
- For more information on how Clio determines a duplicate, please see here.
- For more information on how to import Contacts to Clio, please see here.
- For more information on how to import Custom Fields to existing Contacts to Clio, please see here.
- For more information on how to import Notes to existing Contacts to Clio, please see here.
Answer:
No, the Import Contacts feature only allows new Contacts to be added. If you try to update a Contact by using the same User ID in the Contact Import Template, Clio will make that as a Duplicate error and skip to the next.