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How to Fill Out the Bulk User Import CSV for Clio Manage


  • Tips on filling out the bulk user import csv
  • Fill out bulk import user csv
  • Show bulk import user example


  • Clio Manage

Additional Information:

  • Examples of fields:
    • Email (required):
    • 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


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


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