KCS - What Contacts are Included in the Office 365 Sync?

Objective:

  • Choose which Contacts to Sync
  • Can I Limit Which Clio Contacts Sync with Office 365?
  • Restrict syncing to Clients with Open Matters
  • Can I sync Office 365 Contacts from a shared folder? 

Environment:

  • Clio Web App
  • Office 365

Additional Information:

n/a

Answer:

Contacts from your main "Contacts" folder in Office 365 and all Clio Contacts will be included in the sync

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