Introducing The Law Community, the online community just for Clio customers. Sign up now.

How Do I Populate My Trial Account with Test Data?

Objective:

  • How do I populate my trial account? 
  • I want to work with data on my trial account
  • I want test data on my trial account
  • I want fake information to work with on my trial account
  • I want to play around with fake data on my trial account
  • I want test information to work with on my trial account
  • I want to play around with test data on my trial account

Environment:

  • Clio Manage

Additional Information:

  • The spreadsheets below are only meant to be used for trial purposes and not an actual Clio account

Procedure:

  1. Download the following spreadsheets:

Import Contacts

  1. Go to https://app.clio.com/imports(NA) or https://app.goclio.eu/imports (EU)
  2. Click Add
  3. Click the Import drop down menu
  4. Select Contacts from Outlook CSV for the import
  5. Click Choose File and locate the Contacts Sample Data file from its location on your computer
  6. Click Upload File

Import Matters

  1. Go to https://app.clio.com/imports(NA) or https://app.goclio.eu/imports (EU)
  2. Click Add
  3. Click the Import drop down menu
  4. Select Matters from CSV for the Import
  5. Click Choose File and locate the Matters Sample Data file from its location on your computer
  6. Click Upload File

Import Time & Expenses

  1. Open the Time Entry Sample Data and Expense Sample Data files in Excel
  2. In the activity_user column, enter the name(s) of the users on your trial account
  3. Press shift, and highlight the names of the usersScreen_Shot_2020-04-22_at_4.25.10_PM.png
  4. Click the green box at the bottom right corner to populate the rest of the spreadsheet Screen_Shot_2020-04-22_at_4.25.10_PM.png
  5. Go to https://app.clio.com/imports(NA) or https://app.goclio.eu/imports (EU)
  6. Click Add
  7. Click the Import drop down menu
  8. Select Activities from CSV for the Import
  9. Click Choose File and locate the Matters Sample Data file from its location on your computer
  10. Click Upload File

 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality