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How To Bulk Add Users to Clio Manage

Objective:

  • Academic Access Account bulk inviting Users
  • Creating multiple accounts at once

Environment:

  • Clio Manage

Additional Information:

Email, Password, First_Name, Last_Name are required fields.

Procedure:

  1. Navigate to Importer: https://app.clio.com/nc/#/settings?path=import_user_csvs 
  2. Download the example CSV located on the page: https://app.clio.com/import_user_csvs/example 
  3. Fill out example template
  4. In Clio, Click Add
  5. Select CSV file
  6. Wait for upload to finish
  7. Click Preview
  8. Confirm details of account creation, if satisfied press Confirm Import
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