KCS - How Do I Import my Clio Contacts into Ruby Receptionists

Objective:

  • Import my Clio Contacts into Ruby Receptionist

Environment:

  • Ruby Receptionist Web App

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 Receptionist 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.

 

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