The Clio integration is included with the Productivity Bundle, see Estateably Pricing for more details.
Overview
The Clio integration allows you to map Clio fields to corresponding Estateably fields. Once configured, you can import data from Clio into Estateably when creating a new file, saving time on data entry for intake and contacts. Keep in mind that this is a one-time, one-way import.
Step 1: Activate the Clio Integration
Navigate to Settings by selecting the gear icon in the top right corner of Estateably
Select Integrations from the left-hand menu under Organization
Find Clio in the list of available integrations and click on it to expand the row
Click Activate. Estateably will redirect you to Clio account for authentication
Click Allow Access in Clio to authorize the connection
You will be returned to the Organization Integrations section with the Clio integration now active.
Step 2: Map Clio Fields to Estateably
Once the Clio integration is activated, you will need to map the fields from Clio to Estateably. This will ensure that the correct data is transferred into Estateably.
From the Clio integration row, select Configuration
You will see a list of Estateably fields alongside their corresponding Clio field options (see Note below for further instructions on Clio fields)
Map each field by selecting the Clio field you want to bring data from for each Estateably field
Make sure each field in Clio maps to the field where you want the information to land in Estateably
Save your configuration once all fields are mapped
NOTE: You will also need to make sure you have custom fields created in your Clio matter to be able to properly map them into the Deceased information. Here are some examples, such as: Deceased name, Date of Death, and Address.
Conclusion
The Clio integration populates Intake and Contact fields only. It does not sync accounting data, transactions, or documents. If a field is left unmapped in Step 2, it will not be populated during import and if its mapped into the wrong field, the wrong information will be displayed.
Once your mapping is complete, you can import Clio data by starting the file creation wizard and selecting Import from Clio when prompted.