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How to Sync Clio Manage Custom Fields in Clio Grow

Objective:

  • How do I Sync Custom Fields From Clio Grow To Clio Manage

Environment:

  • Clio Grow

Additional Information:

  • For information on creating Custom Fields in Clio Manage, see HERE.
  • Not every field type will sync between Grow and Manage. The following types will sync:
    • Text one-line
    • Text multi-line
    • Checkbox
    • Picklist (dropdown)
    • Date
    • Money
    • Integer
    • Email
    • Web address
  • For information on connecting Custom Fields with Form Questions, see HERE
  • Note: This is not an active sync. To sync any new Custom Fields, you will need to repeat the sync process as outlined below. 
  • If you Re-sync custom fields for troubleshooting reasons, no issue should occur. This will just create new connections if they have not already been established.
  • For a list of key resources related to Custom Fields in Clio Grow, click HERE.

Procedure:

  1. Ensure that Clio Grow is Connected with Clio Manage by going to Settings Integrations in Grow and clicking Connect under Clio (see HERE for details)
  2. In Clio Grow go to the Settings page
  3. Click on the Custom Fields tab
  4. Click Sync Clio Manage Custom Fields button
  5. Wait for the page to refresh
  6. All synced Custom Fields will be visible with the Clio icon next to them (as seen below)
     mceclip0.png
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