Objective:
- Determine which Office 365 plan is required for the Contact and Calendar Sync
- Which Microsoft Office 365 subscription should I purchase to integrate with Clio?
Environment:
- Clio Web App
Additional Information:
The Office 365 Business plan does not include Microsoft Exchange, which is required for the Contact and Calendar Syncs. However, it does allow you to use the Microsoft OneDrive document integration.
Related Article: How To Check Your Office 365 Subscription Type
Answer:
- To connect OneDrive to Clio you must have an Office 365 Business account or a Business Premium account.
- Clio Contacts and Calendars only connects to an Office 365 Business Premium account.