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:

1. Download the CSV Template
2. Fill out as much information as possible for each user
3. Save the Template
4. Import the Template