KCS - What Contact Information Syncs To Office 365?

Objective:

  • Understand what Contact information syncs to Office 365

Environment:

  • Clio Web App
  • Office 365

Additional Information:

Note that only contacts in the main Office 365 "Contacts" folder will sync. Contacts in manually created folders in Office 365 will not sync.

Answer:

The following field information is included in the sync:

  • First name and last name
  • 3 email addresses
  • 1 work address, 1 home address, and 1 other mailing addresses
  • 2 home phone numbers, 2 work phone numbers, and 1 mobile phone number
  • 1 IM
  • 1 website (found in "Other" labelled "Web page")
 
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