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:

Please note that contacts will only sync over to Clio if they are stored in your Office365 account. If your contacts are stored locally in your Outlook Desktop application, may need to export that those contacts and import them into Clio or Office365 manually.

To verify that contacts are stored on the cloud, go to https://outlook.live.com and check to see if your contacts are in the contact book.

Answer:

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

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