How to export activities to Clio Communications

Exporting activities to Clio Communications is a straightforward process designed to streamline your practice's workflow.

• Start by logging into your Chrometa account and navigating to the "Settings" page.
• Next, click on the "Connected Apps" tab.
• Select "Export to Clio communications (and not activities)"
• Click 'Save new settings'.
• Now navigate back to the Time Dashboard page
• Click "Sync Preview".
• Select the time entries you would like to export.
• Click "Export to Clio"

The entries will download automatically sync with Clio, ensuring seamless integration and enhanced efficiency in managing your practice.