Objective:
- Tips on filling out the bulk user import csv
- Fill out bulk import user csv
- Show bulk import user example
Environment:
- Clio Manage
Additional Information:
- Examples of fields:
- Email (required): river.tam@serenity.com
- First name (required): River
- Last name (required): Tam
- Initials: RT
- Time zone: Pacific
- Address: 2468 Seven Pines Pass
- City: New Castle
- State: PA
- Zip: 12345
- Country: United States
- Phone: 555-0100-443
-
Subscription type: (required) (this must either be ‘Attorney’ or ‘Non-Attorney’): Attorney
Procedure:
- Download the CSV Template
- Fill out as much information as possible for each user
- Save the Template
- Import the Template