KCS - How To Set Up a Contact Sync

Objective:

  • How to set up a contact sync with Google
  • How to set up a contact sync with Office 365

Environment:

  • Clio Web App
  • Google
  • Office 365

Additional Information:

n/a

Procedure:

  1. Click on Settings
  2. Click Contact and Calendar sync (second column)
  3. Click Set Up Sync next to the service you are connecting to
  4. Follow the prompts to connect your Google or Office 365 account to Clio
  5. Click the blue Sync button to the right of All Contacts in the Clio Contacts box
  6. Wait for the preview to generate
  7. Click Start Sync

 

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