How does the integration with Clio work? Once Kolleno is connected to your Clio account, every time a payment is made, the customer timeline is automatically updated on the platform.
Which phone numbers are imported from Clio? We import the numbers from the phone field.
How often does the data synchronize? The synchronization will happen in up to 2 minutes and everything done in Clio is soon shown on the Kolleno platform.
What is the data flow between Kolleno and Clio?
What data doesn’t get synched? As of right now, the expected payment dates are not pulled across from Clio.
How do I disconnect Kolleno from Clio? To disconnect from your Clio account go to your settings ➡️ integrations ➡️ select the ellipses ➡️ select “Disconnect”.
If you have any other queries, please reach out to us at support@kolleno.com