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Can I Have a Contact Sync for More than One User?

Objective:

  • Can I sync contacts for all firm users

Environment:

  • Clio Web App
  • Google Contact Sync
  • Office 365 Contact Sync

Additional Information:

When multiple users sync their Contacts, it can lead to duplicate Contacts being created, and if multiple users edit the same Contact at the same time, may lead to Contact information being overwritten.

Answer:

While you have the ability to sync contacts for all Clio users in your firm, it is recommended that you have one designated user who manages the contact sync.

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