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Microsoft 365: Contacts and Calendar Syncs Migration Guide

 

Table of Contents

Setting Up the Microsoft 365 Contact Sync

 

Why is a migration needed? 

By November 30th, 2022 Microsoft will no longer support the legacy Contact and Calendar syncs with Clio Manage. As a result Clio requires that you re-authenticate to maintain your Microsoft Contact and Calendar sync. The functionality within your calendar or contacts within Clio Manage will not be impacted by this change.

 

Setting Up the Microsoft 365 Contact Sync

  1. Go to Settings > Contact and Calendar Sync
  2. Click Configure next to Microsoft 365 contacts and calendars
  3. Click To avoid this disruption, please reconfigure your sync
  4. On the Microsoft 365 integrations setting page click Connect for Outlook contacts Frame_2__1_.png
  5. Log in to your Microsoft account
  6. Once redirected back to Clio and your sync is successfully connected, click Start Sync under Contacts sync
  7. Click Sync Calendar

Note:

  • The sync can take up to 24 hours to complete. You can navigate away from the settings page while waiting. Once the contact sync has completed, it will run approximately every 60 minutes to ensure that your contact lists in Clio and Microsoft 365 are always up-to-date.
  • Only contacts in the main Microsoft 365 "Contacts" folder will sync. Contacts in manually created folders in Office 365 will not sync.
  • In-Addition if you have multiple users in your firm with a contact sync each user needs to reconfigure the sync. 

IMPORTANT WARNING

If your firm already shares a common contact list in Office 365, please ensure that you enable only one contact sync between Clio and Office 365. This is to ensure that duplicate contacts are not created.

 

Setting Up the Microsoft 365 Calendar Sync

  1. Go to Settings > Contact and Calendar Sync
  2. Click Configure next to Microsoft 365 contacts and calendars
  3. Click To avoid this disruption, please reconfigure your sync
  4. On the Microsoft 365 integrations setting page click Connect for Outlook calendars Frame_1__2_.png
  5. Log in to your Microsoft account
  6. Once redirected back to Clio and your sync is successfully connected, click Start Sync under Contacts sync
  7. Click Sync Calendar to choose a sync option
  8. Create a new calendar in Outlook or Link to an existing calendar and click Sync calendar

Note: The syncs can take up to 24 hours to complete. You can navigate away from the settings page while waiting. In-Addition if you have multiple users in your firm with a contact sync each user needs to reconfigure their sync. 

 

Feature FAQs 

 

What is this feature/functionality being released? 

Clio's integration with Microsoft Office 365 allows you to sync the contacts that you have in your Clio account with those in your Outlook for Office 365 account. 

 

To use this integration, you need to be a member of a Microsoft 365 account that includes Outlook contacts. Microsoft 365 Business Standard includes Outlook contacts, but non-standard Office 365 does not.

 

What pricing plan will this feature be in?
It is available as part of an EasyStart, Essentials, Advanced, or Complete Clio Manage subscription. The only additional cost is having a Microsoft 365 account.

 

What regions will this feature/functionality be available in?
All Clio Manage accounts only. An integration with Outlook is not available as part of Clio Grow at the moment. 

 

To learn about the limitations of the sync and how it works check out this article

 

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