Issue:

• Error appears when attempting to import a CSV file into Clio

Environment:

• Clio Manage
• Microsoft Excel

Additional Information:

N/A

Cause:

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. 

Resolution

1. Open the file in Microsoft Excel
2. Click Save As
3. Open the File Format drop-down menu
4. Select CSV UTF-8 (Comma Delimited) (.csv)
5. 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.