Objective:
- Office 365 Initial Contact Sync
Environment:
- Clio Manage
- Office 365
Additional Information:
n/a
Answer:
The following information is sync'd from Clio to Office 365:
- First Name, Last Name, Company, and Title
- The first listed of each email address type in Clio will sync over to the Outlook fields "Email", "Email2", and "Email3"
- The first listed Home and Work type Addresses.
- The first listed of most phone number types in Clio will sync over to Outlook (see below)
- The first listed website in Clio will sync to the "Web Page" and "Business Home Page" Outlook fields
The following information does not sync to Office 365:
- Any "Billing" and "Other" type Addresses
- "Pager" and "Skype" type Phone Numbers
- Custom fields
- Instant Messenger data
- The LEDES Client ID
- Notes