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When Does Clio Merge Contacts Between Google/Office 365 and Clio?


  • Google/O365 initial contact sync combines two people
  • Will Clio create duplicates of my Contacts when I sync with Google/Office 365?
  • What is considered when creating a new Contact or merging to an existing Contact with the Office365/Google sync?


  • Clio Manage
  • Office 365
  • Google Contacts

Additional Information:

If any of the fields listed below differ in any way, Clio will import the Contact from Office 365/Google, and export the Contact from Clio to Office 365/Google, resulting in two Contacts being created.


When an initial sync is completed, Clio will merge two Contacts if their First Name, Last Name, and Email Address are identical between Clio and either Office 365 or Google. 


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