Note that you should choose which of the address types you want to bring over, "Billing", "Home", "Work", or "Other". If you will be using this data for mailing labels, you likely will need these types of columns: First and Last name, Street, City, Town, State, and Postal Code. Remove any columns that you do not want to appear in your mail merge.įor example, if you only want names and email addresses, you can remove additional columns by highlighting them and right-clicking, then select "Delete".
When opened in Microsoft Excel, your CSV report will look something like this. If you're confident that the columns displayed on your screen in Clio contain all the information you want, you can select "Visible columns only". Choose "Available columns" as the column layout to ensure that you have all the information you need. In the "Export contacts" window, and select "CSV" as the export format. See the " Searching, Sorting, and Filtering your Contacts" article for details. Tip: You can filter your Contacts by Contact Custom Field before exporting them.
To export a list of your Contacts for use in an email marketing app like MailChimp or for use in an MS Word mail merge, click on the "Contacts" tab then click the "Export" button.
This tutorial details how you can export a list of Contacts from Clio and import that list into an email Marketing application like MailChimp, or import it into Microsoft Word for creating mailing labels and printed Contact cards.Ĭreating Mailing Labels and Contact Cards