KCS - How to Change Clio Sync to Only Sync from Outlook to Clio

Objective:

  • Changing the settings for Clio Sync from bi-directional to one way

Environment:

  • Clio Sync Tool 

Additional Information:

Information from Outlook will be transferred to Clio. No information from Clio will transfer to the Outlook. For more information on how to set up Clio Sync for Outlook click here.

Procedure:

  1. Search PC from Start menu for Clio Sync Setup and click to open
  2. Click on Settings 
  3. Enter your Clio login credentials and click on Next
  4. Click Configure to set sync configuration options
  5. Within the Transfer Method tab ensure that Add Outlook info to Clio is ticked 
  6. Click Apply

 

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