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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?

flo5783
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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

J. Tucker
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  • That's what support tells me too... and no backup&restore feature available, only manual export then import via CSV files. I was hoping for something easier/faster. – flo5783 Jul 31 '23 at 14:14
  • @flo5783 You could take advantage of the relaxed rate limits for non-peak hours for exporting / importing data through the API... It may not be faster, but depending on your situation, it could be a lot easier. – J. Tucker Jul 31 '23 at 22:22