We’re pleased to announce the ability to perform an Export of your Contacts/Clients in either .csv or PDF format. This can be quite useful if you want to have a spreadsheet specifically of your Clients, for example.
To do this, go to your Contacts page in Clio and you will notice the “Export to File” button at the bottom of the page:
Before I click this button, I can filter the list of Contacts to show the ones I want to Export using any available option on my Clio page. So, for example, if I specifically only want to see “Clients” then I would click on the “All Clients” option at the top which re-arranges the Contacts shown to those specifically that are Clients:
Next, click on the Export to File button and generate either a PDF or .csv of my Contacts:
And then I just simply download the file to my computer: