{"id":57053,"date":"2025-03-10T14:18:25","date_gmt":"2025-03-10T22:18:25","guid":{"rendered":"https:\/\/cirahub.com\/?p=57053"},"modified":"2025-03-11T04:54:22","modified_gmt":"2025-03-11T12:54:22","slug":"how-to-two-way-sync-contacts-between-clio-and-global-address-lists","status":"publish","type":"post","link":"https:\/\/cirahub.com\/de\/support\/how-to-two-way-sync-contacts-between-clio-and-global-address-lists\/","title":{"rendered":"How to Two-way Sync Contacts Between Clio and Global Address Lists"},"content":{"rendered":"<p data-start=\"2362\" data-end=\"2748\">Legal professionals need a centralized directory of firm-wide contacts to improve communication.<\/p>\n<p data-start=\"2362\" data-end=\"2748\">Without a direct sync, Clio contacts may not appear in the organization\u2019s Global Address List (GAL), leading to organization having access to incomplete contact lists, resulting in miscommunication.<\/p>\n<p data-start=\"2362\" data-end=\"2748\">A two-way sync keeps Clio contacts visible in the GAL and vice versa, making it easier for teams to connect with the right people.<\/p>\n<h2 data-start=\"365\" data-end=\"594\"><span class=\"ez-toc-section\" id=\"How_to_Two-Way_Sync_Contacts_Between_Clio_and_Global_Address_Lists\"><\/span>How to Two-Way Sync Contacts Between Clio and Global Address Lists<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span class=\"TextRun SCXW174676568 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW174676568 BCX0\">1. Log in to CiraHub and click on the Add Spoke icon on the top of your CiraHub Dashboard.\u00a0<\/span><\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-56975\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/add-spoke.jpg\" alt=\"\" width=\"572\" height=\"251\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/add-spoke.jpg 572w, https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/add-spoke-480x211.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 572px, 100vw\" \/><\/p>\n<p><span class=\"TextRun SCXW253371727 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW253371727 BCX0\">2. Next, start the Hub and Spoke setup. Click on \u201cCRMs\u201d as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.)<\/span><\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-56933\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/click-on-crms.jpg\" alt=\"\" width=\"714\" height=\"543\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/click-on-crms.jpg 714w, https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/click-on-crms-480x365.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 714px, 100vw\" \/><\/p>\n<p>3. Select Clio as the contact spoke type.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/click-on-clio.jpg\" \/><\/p>\n<p>4. Click Sign in with Clio.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/click-sign-in-with-clio.jpg\" \/><\/p>\n<p>5. Select a default Clio company which will be assigned to contacts when the corresponding company cannot be found in a synchronization and click next.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-56937\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/select-default-clio-company.jpg\" alt=\"\" width=\"859\" height=\"698\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/select-default-clio-company.jpg 859w, https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/select-default-clio-company-480x390.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 859px, 100vw\" \/><\/p>\n<p>6. Type in a spoke name and click Create.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-56941\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/type-in-a-spoke-name-and-click-create-2.jpg\" alt=\"\" width=\"858\" height=\"689\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/type-in-a-spoke-name-and-click-create-2.jpg 858w, https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/type-in-a-spoke-name-and-click-create-2-480x385.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 858px, 100vw\" \/><\/p>\n<p>6. Now you should see your newly created Clio spoke added to your Hub and spoke setup.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-56950\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/clio-spoke-added-to-hub.jpg\" alt=\"\" width=\"1413\" height=\"813\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/clio-spoke-added-to-hub.jpg 1413w, https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/clio-spoke-added-to-hub-1280x736.jpg 1280w, https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/clio-spoke-added-to-hub-980x564.jpg 980w, https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/clio-spoke-added-to-hub-480x276.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1413px, 100vw\" \/><\/p>\n<p><span data-contrast=\"none\">7. Select the option to add an Additional Spoke.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-56991\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/02\/add-a-spoke.jpg\" alt=\"\" width=\"263\" height=\"195\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_2_Create_a_Spoke_for_Global_Address_List\"><\/span>Step 2: Create a Spoke for Global Address List<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><iframe title=\"Microsoft 365 Gal to Various V1\" src=\"https:\/\/player.vimeo.com\/video\/863304992?dnt=1&amp;app_id=122963\" width=\"1080\" height=\"608\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media\"><\/iframe><\/p>\n<p>7. Select Microsoft 365 In another tenant and Select Global Address List as the source type of your contact spoke. Each tenant will need a Dedicated Service Account with the following roles: access to Address Lists, Mail Recipient Creation, Mail Recipients permissions.<\/p>\n<p data-pm-slice=\"1 1 []\">Check out this guide to learn the <a class=\"ProsemirrorEditor-link\" href=\"https:\/\/cirahub.com\/support\/how-to-setup-accounts-required-for-gal-sync\/\">permissions and settings required for a two-way Gal sync in CiraHub<\/a>.<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/add-spoke-and-gal.jpg\" alt=\"Add spoke and select Gal\" width=\"560\" height=\"387\" \/><\/p>\n<p>8. Click \u201cGRANT ACCESS\u201d or select any existing credentials that have already been saved. You can also choose to invite users from another tenant by entering their email address or Click \u201cCONFIGURE\u201d to grant CiraHub access through Certificate Based Authorization.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/click-grant-access.jpg\" alt=\"Click Grant Access\" width=\"585\" height=\"407\" \/><\/p>\n<p>9. Next, you can sync your Microsoft Service account to the GAL connect by choosing an Authentication Method. In this example, we selected credentials and entered the login and password.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/gal-authentification-method.png\" alt=\"Gal Authentication Method\" width=\"576\" height=\"397\" \/><\/p>\n<p>10. Wait for CiraHub to validate the connection to the Global Address List after entering the Microsoft Login and Password.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/g-g-validate.png\" alt=\"G-G Validate\" width=\"603\" height=\"417\" \/><\/p>\n<p>11. Type in a Spoke Name and click Next.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/awesome.jpg\" alt=\"\" width=\"546\" height=\"376\" \/><\/p>\n<p>12. Type in a Hub Name and click Create.<br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/04\/awesome1.jpg\" alt=\"GAL Hub Name\" width=\"594\" height=\"409\" \/><\/p>\n<p>13 Right click and select \u201cSync Options\u201d.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-57048\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/03\/icloud-sync-options.jpg\" alt=\"\" width=\"542\" height=\"468\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/03\/icloud-sync-options.jpg 542w, https:\/\/cirahub.com\/wp-content\/uploads\/2025\/03\/icloud-sync-options-480x414.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 542px, 100vw\" \/><\/p>\n<p><span class=\"TextRun SCXW76201369 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW76201369 BCX0\">14. Click on \u201cAllow Hub\u201d to create and sync items in this spoke. This will enable two-way synchronization from the endpoint to the hub database and back.<\/span><\/span><span class=\"EOP SCXW76201369 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/02\/screenshot_2024-02-07_at_8.33.33_pm-1024x712.jpg\" \/><\/p>\n<p>15. Click on \u201cSync now\u201d to two-way sync your contacts. You can also edit any synchronization options for each of your spokes below.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-57058\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/03\/GAL-SYNC-NOW-1.jpg\" alt=\"\" width=\"471\" height=\"472\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2025\/03\/GAL-SYNC-NOW-1.jpg 471w, https:\/\/cirahub.com\/wp-content\/uploads\/2025\/03\/GAL-SYNC-NOW-1-300x300.jpg 300w, https:\/\/cirahub.com\/wp-content\/uploads\/2025\/03\/GAL-SYNC-NOW-1-150x150.jpg 150w\" sizes=\"(max-width: 471px) 100vw, 471px\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><span data-contrast=\"none\">Conclusion<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The steps above have described how to two-way sync Deal Cloud and Global Address Lists Contacts with CiraHub. <span data-contrast=\"none\">CiraHub&#8217;s software<\/span><span data-contrast=\"none\"> makes it easy for anyone to quickly set up a <a href=\"https:\/\/cirahub.com\/two-way-crm-sync\/\">multi-way CRM sync<\/a> and more (i.e contact and calendar sync) for their company.<\/span><span data-contrast=\"none\"> <a href=\"https:\/\/cirahub.com\/get-started\/\">Start your CiraHub trial<\/a>\u00a0today!<\/span><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Legal professionals need a centralized directory of firm-wide contacts to improve communication. Without a direct sync, Clio contacts may not appear in the organization\u2019s Global Address List (GAL), leading to organization having access to incomplete contact lists, resulting in miscommunication. A two-way sync keeps Clio contacts visible in the GAL and vice versa, making it [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"page-cirahub.php","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[17],"tags":[],"ppma_author":[374],"class_list":["post-57053","post","type-post","status-publish","format-standard","hentry","category-support"],"authors":[{"term_id":374,"user_id":9,"is_guest":0,"slug":"jon-harris","display_name":"jlh@ciraapps.com","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/c8f87026173c8bb1e783c78eac6f1b77bc2bc6d4861a18f530c9baa52d7b425e?s=96&d=mm&r=g","0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":"","8":""}],"_links":{"self":[{"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/posts\/57053","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/comments?post=57053"}],"version-history":[{"count":4,"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/posts\/57053\/revisions"}],"predecessor-version":[{"id":57181,"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/posts\/57053\/revisions\/57181"}],"wp:attachment":[{"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/media?parent=57053"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/categories?post=57053"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/tags?post=57053"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/ppma_author?post=57053"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}