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

Objective:

  • Tips on filling out the bulk user import csv
  • fill out bulk import user csv
  • 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 (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

 

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