- Understand how the contact sync works
- Avoid duplicate contacts
- Ensure all of my contacts sync over to Clio or Google
- Clio Web App
- Google Suite
If the contact does not have an email address in both Clio and Google a new contact will be created as it doesn't meet the requirements for the contacts to be merged.
When running the Google contact sync, if a contact has the same name and email address as a contact already in the other program. Instead of creating a duplicate contact, the sync will merge the two contacts together, adding any other information that exists on either program.