- Error appears when attempting to import a CSV file into Clio
- Clio Manage
- Microsoft Excel
Clio uses CSV UTF-8 format for its Imports. If an Excel file is set up using a different format, Clio may be unable to read it.
- Open the file in Microsoft Excel
- Click Save As
- Open the File Format drop-down menu
- Select CSV UTF-8 (Comma Delimited) (.csv)
- Click Save
If this issue persists, message us via Live Chat, or give us a call at 1-888-858-2546 ext 2, and we will be more than happy to take a look.