How to integrate Clio with Plecto
Go to Data sources > New data source > Clio.
Choose your region.
Click Next and sign in to your Clio account.
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.
Select the data you want to import.
Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.
ClickΒ NextΒ to choose how much data to import and how long you want to keep it in the data source.
ClickΒ ImportΒ to finish.
Available data
Our integration with Clio currently allows you to import the following data:
Accounts
Activities
Bank transactions
Bills
Contacts
Matters
Tasks