Sync Custom Fields

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Sync custom fields from Clio Manage to Clio Grow

If you have a subscription for both Clio Manage and Clio Grow, you can sync your custom fields from Clio Manage to Clio Grow. Custom fields cannot be synced from Clio Grow to Clio Manage; however, you can allow Clio Manage custom fields to be overwritten by changes in Clio Grow when updating matters or contacts.

Tip: Before syncing custom fields, check that the integration between Clio Grow and Clio Manage is set up. See the "Convert from Clio Grow to Clio Manage" section of this article to learn more.
  1. In Clio Grow, go to Settings > Custom fields.
  2. Click Sync Clio Manage custom fields.
  3. Select Sync Clio Manage custom fields.
  4. Click Done.
  5. Optional: Toggle on Allow custom fields overwrite to allow your Clio Manage custom fields to be overwritten by changes in Clio Grow.

 

 

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