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clio-api

How to create a sandbox environment in Clio Manage?


We need to perform tests in Clio Manage, including for the integration with QBO. We can create a QBO sandbox, but I cannot find how to create a Clio sandbox... any idea? How do you test your custom API integrations without messing up the live data?


Solution

  • You can create a trial account with Clio and apply for it to be converted to a developer account through this form. For that account, you can also populate it with sample data provided by Clio.

    Full details and instructions can be found on Clio's Developer Hub