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Syncing Contacts Between Clio and Google


Syncing Contacts
Disabling the Google Sync

Syncing Contacts

You can sync your Clio Contacts with your Google (Gmail or Google Apps) account. Note that the sync will bring over all your contacts in Google, at this time you are unable to only bring over specified folders from Google to Clio.

IMPORTANT: If your firm already shares a common contact list in Google, to avoid creating duplicates please ensure that you enable only one contact sync between Clio and Google.

IMPORTANTWhile adding or editing contacts will sync bi-directionally, deleting a contact in Office 365 or Google will not delete the contact in Clio Manage. This is to ensure that contacts are not deleted from Clio that may be associated to matters, bills, or transactions. If you modify the contact in Clio Manage, it will not be re-synced back to Office 365 or Google unless you disable and then re-enable your Contact sync.

Click on the gear icon in the Clio header to open the Settings panel. Next, click on "Contact and Calendar Sync" in the Personal column. The sync between Clio and Google is bi-directional.

Beside "Google contacts and calendars," click "Set Up Sync".

On the Google account authorization screen, click "Allow".

[* If you are already connected to Google, skip to the next step.]

Next, in the Clio Contacts section of the page, click "Sync".


The Sync will begin to generate a preview and you will see the progress noted: 

Next, you will see a preview of the contacts that will be synced. After reviewing the information, click "Start Sync".


Note that it may take up to 24 hours for the first sync to complete.

Disabling the Google Sync

Disabling the Google sync will prevent any further syncing. After disabling, no changes to Clio Contacts or Calendars will affect Google Contacts or Calendars (and vice versa).

To disable the Google sync, go to the Google sync settings page and click "Stop Sync" in the Clio Contacts section.


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