Objective:
- Configure my Outlook Calendar/Contact/Task Sync
- Start syncing my Events from Outlook to Clio
Environment:
- Clio Manage
- Outlook Desktop Sync
- Microsoft Outlook
- Windows
Additional Information:
- If you have not downloaded and installed Clio's Outlook Desktop sync see here.
- Note: This does not work on the Canadian Server accounts.
- Note 2: The Clio Sync for Microsoft Outlook Desktop does NOT support 2016-2019
Procedure:
- Click on the search bar on Window's task bar
- Type Clio Sync Setup and click enter
- Click Configure
- Under the Transfer Method tab:
- If you want Clio and Outlook to sync in both directions select Synchronize changes both ways
- If you only want changes in Outlook to be pushed one way to Clio select Add Outlook info to Clio
- If you only want changes made in Clio to be pushed one way to Outlook select Add Clio info to Outlook
- Under the Applications tab check the box next to each item you'd like to sync (Contacts, Calendar, and/or Tasks)
- Under the Primary Database tab:
- If you want records deleted in Clio to not be deleted in Outlook select Outlook is the primary
- If you want records deleted in Outlook to not be deleted in Clio select Clio is the primary
- If you want to records deleted to sync in both directions select Records deleted in both Clio and Outlook will be synchronized
- Under the Auto Synchronization tab:
- Set auto synchronization to the desired sync frequency
- Optionally set a time range where the sync tool will run
- Click OK