How Do I Import my Clio Contacts into Ruby?

Objective:

• Import my Clio Contacts into Ruby Receptionists

Environment:

• Ruby

Additional Information:

The Contact Import can take some time after it's initially set up, so don't worry if the contacts don't appear right away.

Procedure:

1. In the Ruby User Interface, go to Settings > Integrations
2. Click on "Import Contacts"
3. Once the Import is complete, you may have to wait a few minutes for the Contacts to appear.