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:
Additional Information:
- The spreadsheets below are only meant to be used for trial purposes and not an actual Clio account
Procedure:
- Download the following spreadsheets:
Import Contacts
- Go to https://app.clio.com/imports(NA) or https://app.goclio.eu/imports (EU)
- Click Add
- Click the Import drop-down menu
- Select Contacts from Outlook CSV for the import

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

- Update the Matter Sample Data file according to your use case
- If all Matters should be unassigned:
- No changes to the sample data file are necessary
- Back in the Import form, leave the Responsible Attorney drop-down menu on its default value: No Responsible Attorney
- If all Matters should be assigned to the same Attorney:
- No changes to the sample data file are necessary
- Back in the Import form:
- Click the Responsible Attorney drop-down menu
- Select the Attorney who should be responsible for all Matters in the file
- If you need the Matters to be assigned to different Attorneys:
- Get the full names of the Attorneys who should be assigned the Matters
- Open the Matter Sample Data file in a CSV editor of your choice
- In the responsible_attorney column, enter the name of the Attorney who should be responsible for that Matter, leaving any row blank will result in that Matter being unassigned

- Back in the Import form, leave the Responsible Attorney drop-down menu on its default value: No Responsible Attorney
- Click Choose File and locate the Matters Sample Data file from its location on your computer
- Click Upload File
Import Time & Expenses
- Go to https://app.clio.com/imports (NA) or https://app.goclio.eu/imports (EU)
- Click Add
- Click the Import drop-down menu
- Select Activities from CSV for the Import

- Update the Sample Data files according to your use case
- If all Time and Expense Activities can belong to the same User:
- No changes to the sample data file are necessary
- Back in the Import form:
- Click the User drop-down menu
- Select the User who should own all Activities in the file (leaving it blank or selecting Me will assign them to the currently logged in user)
- If you need the Time and Expense Activities to belong to different Users:
-
- Get the full names of the Users who should own the Activities
- Open the Time Entry Sample Data file in a CSV editor of your choice
- In the activity_user column, enter the names of the Users who should own that Activity, leaving any blank will result in that Activity being owned by the currently logged in user

- Back in the Import form, leave the User drop-down menu on its default value (blank/no value selected)
- Click Choose File and locate the Time Entry Sample Data file from its location on your computer
- Click Upload File
- Repeat this section for the Expense Sample Data file