The 2020 Legal Trends Report is now available. Get the latest insights here.

How Do I Set Up a Two Way Sync Between My Clio Contacts and Office 365's Contacts?

Objective:

  • How to set up a contact sync with Office 365

Environment:

  • Clio Web App
  • Office 365

Additional Information:

A Business Standard or higher version of Office 365 is required to use Clio's Office 365 sync. 

Please note: It can take up to 24 hours to complete an initial Contact Sync. 

Please note: Deleting a contact in Office 365 does not delete the Contact in Clio Manage. 

Procedure:

  1. If you haven't already done so, connect your Office 365 account to Clio (see here)
  2. Click on Settings
  3. Click on Contact and Calendar Sync
  4. For Office 365, click Configure
  5. Click the Sync button to the right of All Contacts
  6. Wait for the preview to generate
  7. Review the preview, ensuring that the number of contacts to be created and merged is reasonable
  8. Click Start Sync

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality