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Why aren't my Clio Custom fields Syncing to WealthCounsel?

Objective:

  • Custom Fields not working in WealthCounsel 

Environment:

  • Clio

Additional Information:

n/a

Answer:

Ensure that your Contact and Matter fields are syncing and checked off in Wealth Counsel program. To confirm complete the following steps in WealthCounsel. 

  1. Select Integration
  2. Select Clio 
  3. Select Field Mapping

If the fields are mapped correctly, ensure that the Matter or Contact Fields in WealthCounsel are listed as a Contact or Matter field in Clio as well. For example a Matter field in Clio cannot sync to a Contact field in WealthCounsel.  

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