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How Do I Sync My Office 365 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.  

Clio's Office 365 Sync requires:

  • A Boutique Clio account (or higher) 
  • A Business Premium Office 365 account (or higher)

To verify which Office 365 plan you have, see here.

Procedure:

  1. In Clio, click on Settings
  2. Click on Contact and Calendar Sync
  3. For Office 365, click Set Up Sync
  4. If you are not already logged into Office 365, you will be redirected to an Office 365 login page:
    1. Log in using your Office 365 login credentials
    2. Click Yes (you want to stay signed in)

You should now see Office 365 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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