Microsoft 365 Public Folders offer excellent shared contact management, but keeping them in sync with your Clio system can quickly become a manual burden. This guide solves that common workflow challenge by showing you how to establish an automatic two-way sync between Clio and Microsoft 365 Public Folders. Rather than having staff maintain duplicate contact records or search multiple databases, you’ll create a unified contact ecosystem where updates in either system automatically appear in the other. Read on to learn more!
How to Two-Way Sync Between Clio and MS365 Public Folder
1. Sign into the CiraHub dashboard using your credentials. You would be taken to the onboarding wizard.
2. Click the +Spoke button at the top of the dashboard.
3. Next, you’ll have to set up your Hub & Spoke. Click “CRMs” as your source type of your calendar spoke.
4. Select “Clio” as our contact source, then click “Next.”
5. Now, you’ll need to sign in using your Clio credentials. Click “Sign into Clio” to proceed.
6. Select a default Clio company which will be assigned to contacts when the corresponding company cannot be found in a synchronization and click next.
7. Name your Clio spoke and click «Create.» You should now see your Clio spoke attached to your Hub on the CiraHub dashboard.
8. Click the +Spoke button to add another spoke on the CiraHub dashboard.
9. Select the Public folder calendar you want to sync.
10. Type in a name for your spoke and click CREATE.
11. On the CiraHub dashboard, right-click on each Spoke, click Sync Options, tick Allow Hub to create and sync items in this spoke, then click SAVE.
12. On the CiraHub dashboard, click «Sync Now» to sync contacts between the Hub and spokes you have created. Your contacts should populate automatically now and be reflect all changes across both platforms.
All done! You’ve successfully bridged the sync gap between Clio and Google Workspace. With this two-way sync in place, your team can use whichever platform they prefer while keeping contact information consistent everywhere.
Learn More About CiraHub!
CiraHub is a two-way sync platform for shared contacts and calendars for Microsoft 365, Exchange Server, and other Microsoft Enterprise Applications users. The software is designed to make it easy for people lacking IT expertise to set up shared contact and calendar sync for their company. Click here to learn more about how you can start a CiraHub trial today!
