2017

Download for FREE

KCS - How Do I Set Up Clio's Outlook Desktop Sync

Objective:

  • Configure my Outlook Calendar/Contact/Task Sync
  • Start syncing my Events from Outlook to Clio

Environment:

  • Outlook Desktop Sync
  • Microsoft Outlook
  • Windows

Additional Information:

If you have not downloaded and installed Clio's Outlook Desktop sync see here.

Procedure:

  1. Click on the search bar on Window's task bar
  2. Type Clio Sync Setup and click enter
  3. Click Configure
  4. Under the Transfer Method tab:
    1. If you want Clio and Outlook to sync in both directions select Synchronize changes both ways
    2. If you only want changes in Outlook to be pushed one way to Clio select Add Outlook info to Clio
    3. If you only want changes made in Clio to be pushed one way to Outlook select Add Clio info to Outlook
  5. Under the Applications tab check the box next to each item you'd like to sync (Contacts, Calendar, and/or Tasks)
  6. Under the Primary Database tab:
    1. If you want records deleted in Clio to not be deleted in Outlook select Outlook is the primary
    2. If you want records deleted in Outlook to not be deleted in Clio select Clio is the primary
    3. If you want to records deleted to sync in both directions select Records deleted in both Clio and Outlook will be synchronized
  7. Under the Auto Synchronization tab:
    1. Set auto synchronization to the desired sync frequency
    2. Optionally set a time range where the sync tool will run
  8. Click OK

 

Was this article helpful?
Have more questions? Submit a request