The Clio Cloud Conference is happening October 26-29. Save your spot.

How Do I Export Tagged Contacts Into a CSV in Clio Grow?

Objective:

  • Can I export contacts with specific tags into a CSV? 
  • Is there a way to export contacts with specific tags into a CSV?

Environment:

  • Clio Grow

Additional Information:

  • For more information on how to add tags to a contact, please click here

Procedure:

  1. Click on the Contacts button in the main navigation
  2. Click on "Apply Filters" on the top right
  3. Filter by: Tags. Apply the tag you would like to export
  4. Scroll to the bottom of the page
  5. Click Export all contacts to CSV
  6. Click Send CSV
  7. Wait for the email with the attachment to be emailed to you
  8. Click the download link in the email

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality