How do I Migrate my Clio Files from my Existing Google Drive Account to a New Google Drive Account?

July 05, 2019 20:59

Objective:

Copy Clio Files in Google Drive to Another Account and Switch the Sync
Change Google Drive Integration to Another Account While Keeping all my Files
Move Clio Sync from One Google Drive to Another
Migrate my Clio Files to a New Google Drive Account

Environment:

Clio Manage

Additional Information:

When Clio is synced with a Google Drive Account it first looks for a folder called "Clio" at the highest level. If it finds one, it will use it and not create duplicate files
If no "Clio" Folder is found, Clio will create a new folder to store all files in

Answer:

Moving your Clio files to a different Google Drive Account can be accomplished be following the below steps:

On the Old Account:

Share the "Clio" Folder with the New Google Drive Account
Change the Owner of the "Clio" Folder to the New Google Drive Account

In Clio:

Unlink the Old Google Drive Account by following the steps here: How to Unlink Google Drive
Link the New Google Drive Account by following the steps here: Google Drive: Setup

(Optional) On the New Account:

Remove the File Share with the Old Google Drive Account