Data linking & sync rules
How to link customers, contacts, and bills correctly in Clio so Kolleno imports clean relationships and accurate data.
By Kolleno1 author3 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.