KCS - Can I Sync Custom Field Data from Lexicata?

Objective:

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

Environment:

  • Clio Web App

Additional Information:

For more information on this integration, please click here

Answer:

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.

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