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Clio

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Table of contents

Connect Clio to Plecto

  1. Go to Data management > Data sources > + New data source > Clio.

  2. Choose your region.

  3. Click Next and sign in to your Clio account.

  4. Once you sign in, you will be redirected to Clio's authorization page. Click the Allow access button to give Plecto read access to your Clio data.

  5. Select the data types you want to import to Plecto.

  6. (Optional) Click the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.

  7. Click Next to finish and import your data.

Available data types

For each data type you import, Plecto will create one data source. Find the list of data sources under Data management > Data sources. Our integration with Clio currently allows you to import the following data types:

  • Accounts

  • Activities

  • Bank transactions

  • Bills

  • Contacts

  • Matters

  • Tasks