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How Do I Set Up a Two Way Sync Between My Clio Contacts and Google's Contacts?

Objective:

  • How to set up a contact sync with Google Contacts?

Environment:

  • Clio Manage
  • Google Contacts

Additional Information:

Note: It can take up to 24 hours to complete an initial Contact Sync. 

Important: Contact creations and edits will be synced bidirectionally. However, deletions made on the Google side will not sync to Clio. For more information on this, please click here.

Procedure:

  1. If you haven't already done so, connect your Google account to Clio (see here)
  2. Click on Settings
  3. Click on Contact and Calendar Sync
  4. For Google, click Configure
  5. Click the Sync button to the right of All Contacts
  6. Wait for the preview to generate
  7. Review the preview, ensuring that the number of contacts to be created and merged is reasonable
  8. Click Start Sync

 

 

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