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How to Sync Clio Manage Custom Fields in Clio Grow

Objective:

  • How Do I Sync Custom Field From Clio Grow To Clio Manage

Environment:

  • Clio Grow

Additional Information:

  • Please note that this is not an active sync. Any Custom Fields created in Clio will not automatically come over into Clio Grow. The steps below will need to be repeated if new Custom Fields are created in Clio. 
  • Not every field type will sync between Grow and Manage. The following types will sync:

    • Text 1-line
    • Text multi-line
    • Checkbox
    • Picklist (dropdown)
    • Date
    • Money
    • Integer
    • Email
    • Web address
  • 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

Procedure:

  1. Go to the Settings page
  2. Click on the Custom Fields tab
  3. Click Sync Clio Custom Fields
  4. Wait for the page to refresh
  5. All Clio Custom Fields will be visible with the Clio icon next to them 
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