Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

Can I Move Data From One Clio Grow Account to Another? (Clio to Clio Migration)

Objective:

  • Export data from one account and import into a different Clio Grow account
  • Clio to Clio Migrations
  • Merge Clio accounts
  • Split account
  • Transfer data

Environment:

  • Clio Grow

Additional Information:

  • For more on what can be imported into Clio Grow, please click here.
  • To learn how to export contacts from a Clio Grow account, please click here.
  • To learn how to import contacts into a Clio Grow account, please click here.

Answer:

At this time, it is only possible to export and import Contacts from one Clio Grow account into another. 

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