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Can I Update Existing Contacts From the Imports Page?

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.

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