This article may be out of date!
Visit the New Knowledge Center

Why are my Custom Fields Not Syncing from Clio Grow to Clio Manage?

Issue:

  • I am attempting to sync my Custom Fields from Clio Grow to Clio Manage but they are not syncing
  • My custom fields are not showing in Clio Manage after syncing from Clio Grow

Environment:

  • Clio Grow

Cause:

Unknown at this time, but it will be resolved by disconnecting and reconnecting the Grow-Manage sync

Additional Information:

You cannot have a custom field with "Location" or "Description" as the name, as you will get an error message stating, Your custom field could not be created: Name is reserved.

There are Custom Fields that are reserved internally that you will not be able to sync from Clio Manage to Clio Grow. For a full list of reserved Custom Fields please click here

Resolution:

  1. Click "Settings"
  2. Click "Integrations"
  3. Disconnect the Clio Manage Integration
  4. Reconnect the Clio Manage Integration
  5. Attempt to sync your Custom Fields again

If these steps do not resolve the issue, please contact Clio Support at 1-888-858-2546 (option 2). 

 

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