Clio
Connect Clio to Kolleno and understand how authentication works to keep sync running reliably.
By Kolleno and 1 other2 authors9 articles
Connect Clio to KollenoBy connecting to Clio you are ensuring that your invoices and payment data are always up-to-date
Clio and Kolleno: FAQIn this article, you will find the most frequently asked question regarding the integration with Clio
Data linking & sync rules
How to link customers, contacts, and bills correctly in Clio so Kolleno imports clean relationships and accurate data.
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.
Templates & troubleshooting
Clio-specific template fields and invoice PDF setup, plus FAQs and fixes for common integration issues.
Clio Invalid Authorization RequestThis article will explain what to do if you see the error when trying to connect your Clio: Invalid authorization request.
Clio: How to add the matter number to your email templates?This article will explain how you can easily add matter number into your email templates - no need to do this action manually.
Logo on Invoice PDF in ClioFollow these instructions to ensure your law firm's logo shows on the PDF of the invoices.
Clio and Kolleno Integration AuthenticationUnderstand how Kolleno’s Clio integration authenticates to perform data sync.