Objective:

• Office 365 Initial Contact Sync

Environment:

• Clio Web App
• 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