Microsoft 365 does not recognize the “Primary” tag in Clio that is used for phone numbers and email addresses. The following is a list of data limits set by Microsoft for a contact sync: For example, if a contact in Clio has 3 business phone numbers, the most recent non-primary phone number will not sync to Microsoft 365.

This means that only a certain number of contact details can be synced. Microsoft 365 limits the contact information that can be synced.

When a match is found, the contact cards in Clio and Microsoft 365 will be linked automatically. Matched contacts must have an identical first name, last name, and email address. The integration will also compare your contacts in Clio and Microsoft 365 to find any that match. However, Contacts deleted in Clio Manage will be deleted in Microsoft 365.

This is to ensure that contacts in Clio that have related content, like bills or communications are not deleted. This means that any contacts not already in Clio will be added to Clio from Microsoft 365 and vice versa.Ĭontacts deleted in Microsoft 365 will not be deleted in Clio. When you sync your Clio contacts with your contacts in Microsoft 365, the sync will be bi-directional for creations and edits. Office 365 Business Standard includes Outlook contacts, but non-standard Office 365 does not. To use this integration, you need to be a member of an Office 365 account that includes Outlook contacts. 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.

How to sync office 365 with phone