The 2021 Clio Cloud Conference is Happening Now!

Why are my Custom Fields not Populating From Grow to Manage?

Objective:

  • Syncing Custom Fields from Grow to Manage
  • Custom Fields not Syncing from Grow to Manage
  • How to Sync Custom Fields from Grow to Manage

Environment:

  • Clio Grow
  • Clio Manage

Additional Information:

You must first “Sync Custom Fields from Clio Manage to Grow” in order for this data to migrate over.

If a custom field exists in Grow, but does not exist in Manage, or is not connected via the Sync, the data will not migrate over.

To connect an existing custom field in Clio Grow with Clio Manage, go into Clio Manage and manually create an identical field (same name, same field type). Then go to Clio Grow Settings > Custom Fields, and Sync Custom Fields. 

Answer:

Custom Fields from Grow will only migrate to the custom fields in Manage if they are initially Synced.

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