Sync Contacts With Google or Microsoft 365

In Clio Manage, you can sync your contacts with a Google or Microsoft 365 account so both systems share the same contact list. The contact sync with Google is bidirectional, so any contact you add or edit in one system is carried over to the other. Running one sync for your firm keeps a single contact list current, which saves your firm duplicate data entry.

Each sync covers all contacts in the connected account. The account you sync can use a different email address from the one you use to sign in to Clio.

Configure Google contact sync

Contacts deleted in Google remain in Clio Manage. To bring the two lists back in line, stop the sync and start it again.

Enable and start the sync

1. In Clio Manage, click Settings > Contact and Calendar Sync.
2. Next to Google contacts and calendars, click Sign in with Google. If you signed in to Google here before, click Configure and continue from step 4.
3. Log in to your Google account, then follow the steps to allow Clio access to it.
4. Beside All Contacts, click Enable sync, then click Start sync.

Stop the sync

1. In Clio Manage, click Settings > Contact and Calendar Sync.
2. Beside Google contacts and calendars, click Configure.
3. If prompted, sign in to your Google account and follow the prompts.
4. On the Google Sync page, in the Clio Contacts section, click Stop sync.

You can also stop a sync while it is still running.

Configure Microsoft 365 contact sync

Contacts deleted in Microsoft 365 remain in Clio Manage. To bring the two lists back in line, disconnect the sync and set it up again.

Microsoft 365 contact sync requires a Microsoft 365 Business Basic, Business Standard, Business Premium, or Enterprise subscription.

Set up the sync

1. In Clio Manage, click Settings > Contact and Calendar Sync.
2. Beside Office 365 contacts and calendars, click Set Up Sync or Configure.
3. In the Outlook contacts section, click Connect.
4. Log in to your Microsoft account and follow the prompts.
5. In the Outlook contacts section, click Begin.
6. Review the contact sync preview.
7. Click Start Sync.

Disconnect the sync

1. In Clio Manage, click Settings > Contact and Calendar Sync.
2. Beside Office 365 contacts and calendars, click Configure.
3. In the Outlook contacts section, click Disconnect.
4. When the warning prompt appears, click Stop sync.

Up next

• Sync Contacts in Clio Grow: Move Clio Grow contacts into Microsoft 365 through shared contacts.
• Filter and Export Contacts: Review the contacts that arrived from the sync.