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Do Employees of a Company Contact in Clio Manage Import into Clio Grow?

Objective:

  • Do employees of a business contact in Clio Manage import into Clio Grow?
  • Do employees of a business contact stay associated to the business when imported into Clio Grow?

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

Yes! When importing Company Contacts from Clio Manage to Clio Grow, the employees will associate to the Company, as well as import individually as a Contact. 

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