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How Do I Sync My Google Calendars or Contacts with Clio?

Objective:

  • Set up my Microsoft calendar with Clio
  • Connect to your Office 365 calendar
  • Link my Office 365 Contacts to Clio

Environment:

  • Clio Manage 
  • Office 365 

Additional Information:

These steps are required for both the Calendar and Contact sync.  

Procedure:

  1. In Clio, click on Settings
  2. Click on Contact and Calendar Sync
  3. For Google, click Set Up Sync
  4. If you are not already logged into Google, you will be redirected to a Google login pageLog in using your Google login credentials

You should now see Google Sync setup page. From there, you can:

  1. Set up a Calendar sync, see here
  2. Set up a Contact sync, see here

 

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