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How to Populate Custom Fields When Exporting From Clio Grow to Clio Manage

Objective:

  • I want custom fields populated from an intake form in Clio Grow to populate the same Custom Fields that exist in Clio Manage 
  • How to have custom fields automatically filled out in Manage when exporting from Grow 
  • How to connect form questions in Clio Grow to custom fields in Clio Manage
  • How to auto-populate Custom Fields in Manage when exporting from Grow 

Environment:

  • Clio Grow
  • Clio Manage 

Additional Information:

Custom Fields: Creating Contact & Matter Custom Fields & Sets

How to Sync Clio Manage Custom Fields in Clio Grow

How to Connect Form Questions to Custom Fields in Clio Grow

Can I Export a Contact/Matter to Clio Manage from Clio Grow Multiple Times?

Procedure:

  1. Create your desired custom fields in Clio Manage
    1. Go to Settings 
    2. Select Custom Fields
    3. Select the Add button
    4. Fill out the Name field and select a Type
    5. Check the Default box to display the field automatically when creating/editing Matters, in Clio Manage
    6. Check the Required box to make filling out the field mandatory, in Clio Manage
    7. Select the Save button

  1. Once the custom fields have been created, sync them over from Clio Manage to Clio Grow

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

  2. Now that we have our custom fields in Grow, we can connect them to our form questions

    1. Click on Forms in the main navigation bar
    2. Click on Templates in the sub-navigation menu
    3. Create a new form or edit an existing one
    4. Create a new question or edit an existing one
    5. Click Question Settings
    6. Select Connect Answer to Custom Field
    7. Choose Contact or Matter Custom Field
    8. Select the Custom Field from the drop-down
    9. Click Save to save the changes
    10. Click Save Question to save the question
    11. Click Save & Preview when finished with the form.

Now that this workflow is complete, when exporting a Matter from Clio Grow to Clio Manage, the same Custom Fields that exist in Clio Manage will be populated.

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