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How Do I Set Up a Two Way Sync Between One of My Clio Calendars and an Office 365 Calendar?

Objective:

  • Sync Calendars from Clio Manage to Office 365
  • How do I sync my Clio and Office 365 Calendar

Environment:

  • Clio Manage
  • Office 365

Additional Information:

A Business Premium or higher version of Office 365 is required to use Clio's Office 365 sync. 

When linking to an existing calendar, your default user calendar in Office 365 is called "Calendar"

Note: It can take up to 24 hours to complete an initial Calendar Sync. 

Procedure:

  1. If you haven't already done so, connect your Office 365 account to Clio (see here)
  2. Click on Settings
  3. Click on Contact and Calendar Sync
  4. For Office 365, click Configure
  5. Click Sync besides the Clio Calendar you want to sync with

To sync to a brand new Calendar in Office 365:

  1. Under New Calendar Name, select a name for the New Calendar
  2. Click Sync Calendar

To sync to a pre-existing Calendar in Office 365:

  1. Click Link to an existing Office 365 Calendar
  2. Under Calendar select the calendar you wish to sync to
  3. Click Sync Calendar
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