Data linking & sync rules
How to link customers, contacts, and bills correctly in Clio so Kolleno imports clean relationships and accurate data.
3 articles
- Link Customers in Clio and import the relations in KollenoThis article will look at how to import link customers in Clio and import these relations in Kolleno
- How to Link Contacts and Bills in Clio for KollenoLink bills to Company contacts, not Person contacts, to avoid data confusion in Kolleno.
- Marking Clio Employee Contacts as Inactive in KollenoMark contact person inactive in Kolleno when their Clio employee record is set to inactive.