Connect an individual Chrometa account with an individual Clio account

All users 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, users can allocate their time entries to clients and projects in the Time Dashboard page and export the time to Clio.

 

Connect to Chrometa for a single user

1. Go to Integrations > Clio
2. Click Connect Chrometa to Clio
   
3. Log in to your Clio account if not already logged in.
4. Authorize Chrometa to import your contacts, matters and activity descriptions and to export time entries back to Clio.

You only need to take this step once.

The first sync might take 5 to 10 minutes to complete importing the contacts and matters.

Anytime you make a change in Clio - creating or updating a contact or matter - the change is automatically reflected in Chrometa.