San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Can I Sync Custom Field Data from Lexicata?


  • Why isn't the Social Security Number not syncing from Lexicata to Clio?


  • Clio Web App

Additional Information:

For more information on this integration, please click here


Yes, you can however you have to chose to sync Custom Field data in Lexicata. To sync your Clio custom fields with Lexicata, go to your Lexicata settings and click on the "Custom Fields" tab, then click "Sync Clio Custom Fields". This will automatically import all custom fields with supported field types.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality