Connecting Chrometa to Clio for Canada users

• Connect to Chrometa for a single user
• Connect to Chrometa for a team
• Import contacts, matters, activity descriptions and users

All users with canadian Clio server can link their Clio account to Chrometa, import clients, projects and tasks into Chrometa and export the time back to Clio

 

Once they've linked their account:

• Team members and solo users can allocate their time entries to clients and projects in the Time Dashboard page and export the time to Clio.
• Team admins can allocate time entries from all team members in the Team Dashboard page and export the time on the team member's behalf to Clio

This feature is available to those using the V5 and V21 versions.

 

Connect to Chrometa for a single user

1. Go to Integrations > Clio
2. Click Options
   
3. Check CA endpoint
4. Click Connect to Clio
5. Log in to your Clio account if not already logged in.
6. Authorize Chrometa to import your clients, projects and tasks and to export time entries back to Clio
   

 

Connect to Chrometa for a team

1. Log in to your Chrometa account as a team admin
2. Go to Integrations > Clio
3. Click Options
   
4. Check CA endpoint
5. Click Connect to Clio
6. Log in to your Clio account if not already logged in, as a team admin
   
7. Authorize Chrometa to import your clients, projects and tasks and to export time entries back to Clio

Once connected, Chrometa will match each Clio account to the Chrometa account using the  user's email address.

 

Import clients, projects, tasks and users

After users connect their Clio account, an initial sync is triggered. This imports contacts, matters, tasks and users (if using a team account) into Chrometa. The first sync can take up to 10 minutes to complete.

Clients are listed here.

Projects are listed here.

 

After the initial sync, when a user adds a new contact or matter in Clio, or when a user updates a contact or matter in Clio, the changes are immediately reflected in Chrometa.

 

Manual Sync

A user can also start a sync in the background:

1. Go to Clients or Matters
2. Click Sync with Clio