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Office 365 Business or Enterprise: Syncing Contacts

The Office 365 sync is available to subscribers of our Loyalty, Boutique, and Elite plans.

You can upgrade to the Boutique or Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1).

Clio's integration with Microsoft Office 365 allows you to sync the contacts that you have in your Clio account with those in your Outlook for Office 365 account. 

To use this integration, you need to be a member of an Office 365 Business or Office 365 Enterprise account that includes Outlook contacts.

When you choose to sync your Clio contacts with your contacts in Office 365, the sync will be bi-directional meaning that any contacts not already in Clio will be added and vice versa. The integration will also compare your contacts in Clio and Office 365 to find any that match. Matched contacts must have an identical first name, last name, and email address. When a match is found, the contact cards in Clio and Office 365 will be linked automatically. 

The following field information is included in the sync:

  • First name and last name
  • 3 email addresses
  • 1 work address, 1 home address, and 1 other mailing addresses
  • 2 home phone numbers, 2 work phone numbers, and 1 mobile phone number
  • 1 IM
  • 1 website (found in "Other" labelled "Web page")

Note that only contacts in the main Office 365 "Contacts" folder will sync. Contacts in manually created folders in Office 365 will not sync.

IMPORTANT WARNING

If your firm already shares a common contact list in Office 365, please ensure that you enable only one contact sync between Clio and Office 365. This is to ensure that duplicate contacts are not created.

Setting Up the Office 365 Contact Sync

To setup the Office 365 contact sync, go to your Clio Settings panel and click on "Contact and Calendar Sync" in the Personal column.

In the list of available sync sources, click the "Configure Office 365" link.

Next click on the "Authorize Office 365 Access" button. You will be prompted to log in to your Office 365 account (if you are not already signed in) and enable the sync.

Once you have successfully connected Clio to Office 365, the Office 365 sync settings screen will provide you with options for setting up a bi-directional sync of your contacts.

To begin the contact sync, click the "Sync" button in the "Clio Contacts" section of the screen.

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You will see a preview of the number of contacts that will be added to Clio, the number added to Office 365, and the number that will be merged (or linked). If the preview numbers seem appropriate, click the "Start Sync" button. 

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Depending on the number of contacts that you have in both Clio and Office 365, the sync could take anywhere from a few minutes to 24 hours to complete. Once the contact sync has completed, it will run approximately every 30 minutes to ensure that your contact lists in Clio and Office 365 are always up-to-date.