- How to set up a contact sync with Office 365
- Clio Web App
- Office 365
A Business Premium or higher version of Office 365 is required to use Clio's Office 365 sync.
Note: It can take up to 24 hours to complete an initial Contact Sync.
- If you haven't already done so, connect your Office 365 account to Clio (see here)
- Click on Settings
- Click on Contact and Calendar Sync
- For Office 365, click Configure
- Click the Sync button to the right of All Contacts
- Wait for the preview to generate
- Review the preview, ensuring that the number of contacts to be created and merged is reasonable
- Click Start Sync