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.