Watch the ' Clio Sync 101 instructional video' for more information.īefore installing the Clio Sync for Outlook application, create backups of information in Clio and Outlook When you connect a Clio Calendar to Outlook using the desktop sync, you will not be able to link that Calendar to an Office 365 account later. Contact if you require help with this.In order for calendar events to transfer properly there must be something in the Subject field of the event. For further troubleshooting steps, see Clio's ' Troubleshooting Clio Sync with Outlook' Support Article.

For Calendar items to transfer, they must have a subject.

Clio's ' Changing the Default Outlook Data File' Support Article describes how to change the default Outlook data file. This is true even if you change your default data file after setting up the sync - Clio Sync will sync with whichever data file is currently the default.

Clio Sync will always sync with the default Outlook data file.

A good Microsoft Support article on creating and managing contact folders can be found in Microsoft's Support Article on ' Creating a Contact Group.' Clio Sync will only sync contacts that are found in the root of the default Contacts folder. To avoid uploading personal contacts to Clio (and sharing them with your co-workers), you must move them from the default contacts folder to a different folder.

Contacts in Clio are shared between all users at your firm.

This would create a loop of Outlook Google Clio Outlook, which could result in many, many duplicates being created.

If you already sync Outlook with Google and Google with Clio, do not install Clio Sync.

If your firm already shares a common contact list in Outlook (via an Exchange server, for example), ensure that you enable contact syncing for only one Clio Sync user (for information on how to do this, see the 'Applications' heading below).

To avoid creating duplicates, please note the following:.

See our Article on ' Using Clio Sync with Outlook Exchange' for information. Note: Clio Sync will not work with Outlook configurations that do not store a local copy of the user's information in either an OST or PST file. If you need to sync other Clio calendars with Outlook, you can use the Office 365 Calendar Sync. The Outlook Desktop sync tool will sync 'Your Calendar' in Clio with your primary Outlook calendar. This is available as a Windows application. We offer Clio Sync for Outlook, which offers full bi-directional synchronization of Clio's and Outlook's calendar, contacts and tasks.

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