Objective:

• Bulk user import failed
• The email address was not valid
• A required field was missing
• Subscription type doesn’t match Attorney or Non-Attorney
• The email address may already be associated with another active user

Environment:

• Clio Manage

Additional Information:

• Common reasons an import may fail are:
  • The email address was not valid
  • A required field was missing
  • Subscription type doesn’t match Attorney or Non-Attorney
  • The email address may already be associated with another active user

Answer:

If any users failed to import, you will be prompted to download a CSV report that will contain all failed attempts and information on how to fix the import issue before re-uploading.