Objective:
- Link to a new Office 365 account
- Relink with a separate account
- Completely disconnect Office 365
- I already unlinked Clio and Office 365, when I try to set it up again, it does not give me a choice to go to the new Office 365 account
- Change Office 365 account
Environment:
- Office 365
- Clio Manage
Additional Information:
n/a
Procedure:
Disconnect the integration in Clio
- Click on Settings
- Click on Contact and Calendar Sync
- Click on Configure next to Office 365 Contacts and Calendars
- Click Disconnect Account
- Click Disconnect
Revoke access in Office 365
- Log into Office 365
- Click on your name at the top-right
- Choose My account
- Click on App permissions
- Click Revoke under Clio Documents Sync and/or Clio Contacts and Calendars Sync
- Click OK
- Click on your name again
- Click Sign out
- Sign into the other account
Reconnect Clio with the new account
- Click on Settings
- Click on Contact and Calendar Sync
- Click on Set Up Sync next to Office 365 Contacts and Calendars
- Click Authorize Office 365 Access
- Proceed with syncing Contacts and Calendars