Clio
Connect Clio to Kolleno and understand how authentication works to keep sync running reliably.
9 articles
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.