In Clio Manage, you can use Clio's contacts migration template to bulk import person and company contacts, so your client relationships are available and correctly linked from day one. When importing contacts, Clio Manage creates person contacts first and then links them to their associated company contact. If the company does not yet exist, an empty company contact is created.
Before importing, review Get Started with Migration Templates for best practices on formatting, column headers, and file preparation.
Note: Import contacts before matters to confirm matters link to the correct contact.
Tip: Accurate contact records are the foundation of your firm's data in Clio. Correctly imported contacts support billing, reporting, and conflict checks across all matters going forward.
Required fields
- Person contacts: First name and last name.
- Company contacts: Company name.
Import contacts
- Download the Contacts import template (North America).
- Populate the spreadsheet with your contacts' information using the field reference below.
- Delete any unused row cells, then save the file in CSV format.
- On the Clio Manage Imports page (https://app.clio.com/imports), click Add and select Contacts from Outlook CSV.
- Click Choose File and select your saved CSV file.
- Click Upload File.
Field reference
- title: Enter the contact's title (Mr, Ms, Mrs).
- job_title: Enter the contact's job title.
- first_name: Enter the contact's first name. Required if company is blank.
- last_name: Enter the contact's last name. Required if company is blank.
- company: Enter the company name. Required if first_name and last_name are blank.
- business_street: Enter the contact's street address.
- business_city: Enter the contact's city.
- business_state: Enter the contact's state or country.
- business_postal_code: Enter the contact's postal code.
- email_address: Enter the contact's primary email address.
- primary_phone: Enter the contact's primary phone number.
Up Next
Once contacts are imported, see Import Matters With Migration Templates to import your matters. For general import instructions and error review, see Get Started with Migration Templates.