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How does the Contacts sync work in Clio Manage?

March 17, 2022 18:50

Objective:

What is considered a source of truth in Clio and Office365/Google contacts sync?
When a contact is edited in Clio and Office365/Google, which copy will be kept?

Environment:

Clio Manage

Additional Information:

Contact copy from the third party application such as Office365 or Google is considered as the source of truth and that copy will sync to Clio.

Answer:

When a contact is updated in Office365/Google and then deleted in Clio, when they sync occurs between Clio and Office365/Google, the contact will be recreated in Clio (with updated values) as Office365/Google contacts are considered to be original copies.