{"id":56989,"date":"2025-03-10T14:18:03","date_gmt":"2025-03-10T22:18:03","guid":{"rendered":"https:\/\/cirahub.com\/?p=56989"},"modified":"2025-03-10T14:18:03","modified_gmt":"2025-03-10T22:18:03","slug":"how-to-two-way-sync-contacts-between-clio-and-sharepoint","status":"publish","type":"post","link":"https:\/\/cirasync.com\/de\/support\/how-to-two-way-sync-contacts-between-clio-and-sharepoint\/","title":{"rendered":"How to\u00a0Two-Way Sync Contacts Between Clio and SharePoint"},"content":{"rendered":"<div class=\"flex max-w-full flex-col flex-grow\">\n<div class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 whitespace-normal break-words text-start [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"2e9ef250-766c-4913-8d1b-2626ecec64f5\" data-message-model-slug=\"gpt-4o\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p data-start=\"833\" data-end=\"1200\">Law firms using Clio for case management and SharePoint for document collaboration often face challenges in keeping contact lists current.<\/p>\n<p data-start=\"833\" data-end=\"1200\">Without a direct sync, attorneys and staff may struggle to access up-to-date client and case-related contacts.<\/p>\n<p data-start=\"833\" data-end=\"1200\">Connecting these platforms allows legal teams to find the right information without delays or redundant data entry.<\/p>\n<p data-start=\"0\" data-end=\"373\" data-is-last-node=\"\" data-is-only-node=\"\">This guide will walk you through setting up a two-way sync, ensuring your legal team always has up-to-date contact information across platforms.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<h2 data-start=\"365\" data-end=\"594\"><span class=\"ez-toc-section\" id=\"How_to_Two-Way_Sync_Contacts_Between_Clio_and_SharePoint\"><\/span>How to\u00a0Two-Way Sync Contacts Between Clio and SharePoint<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span class=\"TextRun SCXW174676568 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW174676568 BCX0\">1. Log in to CiraHub and click on the Add Spoke icon on the top of your CiraHub Dashboard.\u00a0<\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56975\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/add-spoke.jpg\" alt=\"\" width=\"572\" height=\"251\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/add-spoke.jpg 572w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/add-spoke-480x211.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 572px, 100vw\" \/><\/p>\n<p><span class=\"TextRun SCXW253371727 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW253371727 BCX0\">2. Next, start the Hub and Spoke setup. Click on \u201cCRMs\u201d as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.)<\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56933\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/click-on-crms.jpg\" alt=\"\" width=\"714\" height=\"543\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/click-on-crms.jpg 714w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/click-on-crms-480x365.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 714px, 100vw\" \/><\/p>\n<p>3. Select Clio as the contact spoke type.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/click-on-clio.jpg\" \/><\/p>\n<p>4. Click Sign in with Clio.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/click-sign-in-with-clio.jpg\" \/><\/p>\n<p>5. Select a default Clio company which will be assigned to contacts when the corresponding company cannot be found in a synchronization and click next.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56937\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/select-default-clio-company.jpg\" alt=\"\" width=\"859\" height=\"698\" \/><\/p>\n<p>6. Type in a spoke name and click Create.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56941\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/type-in-a-spoke-name-and-click-create-2.jpg\" alt=\"\" width=\"858\" height=\"689\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/type-in-a-spoke-name-and-click-create-2.jpg 858w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/type-in-a-spoke-name-and-click-create-2-480x385.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 858px, 100vw\" \/><\/p>\n<p>6. Now you should see your newly created Clio spoke added to your Hub and spoke setup.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56950\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/clio-spoke-added-to-hub.jpg\" alt=\"\" width=\"1413\" height=\"813\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/clio-spoke-added-to-hub.jpg 1413w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/clio-spoke-added-to-hub-1280x736.jpg 1280w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/clio-spoke-added-to-hub-980x564.jpg 980w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/clio-spoke-added-to-hub-480x276.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1413px, 100vw\" \/><\/p>\n<p><span data-contrast=\"none\">7. Select the option to add an Additional Spoke.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56991\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/add-a-spoke.jpg\" alt=\"\" width=\"263\" height=\"195\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_2_Create_a_Spoke_for_SharePoint\"><\/span>Step 2: Create a Spoke for SharePoint<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>8. Next, select <a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/sharepoint\/collaboration?ms.officeurl=sharepoint&amp;rtc=1\">SharePoint <\/a>as the source type for your contact spoke.<\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-41332 size-full\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-pick-sharepoint.jpg\" alt=\"Select Sharepoint\" width=\"975\" height=\"442\" \/><\/strong><\/p>\n<p>9. Click <strong>Grant Access<\/strong> to give CiraHub Permission to <a href=\"https:\/\/cirasync.com\/integrations\/?gclid=CjwKCAiAuOieBhAIEiwAgjCvchPJoeuQOS6VT1N2vZp5BymSExzVFYNXLUkFl1wItxFU5g2sNOlnRBoC7sAQAvD_BwE\">two-way sync SharePoint contacts<\/a> and browse your company users or contacts.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-41336 size-full\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-click-grant-access.jpg\" alt=\"Click Grant Access\" width=\"967\" height=\"388\" \/><\/p>\n<p>10. You will need to sign into your Microsoft Account.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-41340 \" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-sign-in-to-microsoft.jpg\" alt=\"\" width=\"561\" height=\"468\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>11. Select a <strong>SharePoint <\/strong>Contact List to sync with CiraHub.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-41348 size-full\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-select-sharepoint-contact-list.jpg\" alt=\"Select Sharepoint Contact List\" width=\"964\" height=\"576\" \/><\/p>\n<p>12. You should now see spokes for your Clio and SharePoint attached to your Hub.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56999\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/clio-and-sharepoint.jpg\" alt=\"\" width=\"506\" height=\"451\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/clio-and-sharepoint.jpg 506w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/clio-and-sharepoint-480x428.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 506px, 100vw\" \/><\/p>\n<p>13. Next, right-click your spoke, and select \u201cSync Options\u201d.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-41356\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-sharepoint-sync-options.jpg\" alt=\"Sharepoint Sync Options\" width=\"421\" height=\"384\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-sharepoint-sync-options.jpg 421w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-sharepoint-sync-options-300x274.jpg 300w\" sizes=\"(max-width: 421px) 100vw, 421px\" \/><\/p>\n<p>14. From there, you will be taken to a new window; click the box which says, \u201cAllow Hub to create and sync items in this spoke.\u201d<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-41360\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-allow-hub.jpg\" alt=\"Sharepoint Allow Hub\" width=\"976\" height=\"316\" \/><\/p>\n<p>15. Click the Advanced tab to set up <a href=\"\/?p=39341\">contact filtering<\/a> settings for SharePoint.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-41364\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-advanced-tab.jpg\" alt=\"Sharepoint Advanced Tab\" width=\"972\" height=\"724\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-advanced-tab.jpg 972w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/06\/1-advanced-tab-480x358.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 972px, 100vw\" \/><\/p>\n<p>16. Click on \u201c<strong>Sync Now\u201d<\/strong> to enable 2-way synchronization for the current spoke. You can also edit any synchronization options for each of your spokes below.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/Click-sync-now-2.jpg\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Learn_More_About_CiraHub\"><\/span><span data-contrast=\"none\">Learn More About CiraHub!\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:40,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span data-contrast=\"auto\">CiraHub is a <a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">two-way sync<\/a> platform for shared contacts and calendars for <\/span><a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/office-365\"><span data-contrast=\"none\">Microsoft 365<\/span><\/a><span data-contrast=\"auto\">, Exchange Server, and other Microsoft Enterprise Applications users. The software is designed to make it easy for people lacking IT expertise to set up shared contact and calendar sync for their company.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">Click here to learn more about how you can start a <a href=\"https:\/\/cirasync.com\/cira-platform-demo\/\">CiraHub trial<\/a> today!<\/span><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Law firms using Clio for case management and SharePoint for document collaboration often face challenges in keeping contact lists current. Without a direct sync, attorneys and staff may struggle to access up-to-date client and case-related contacts. Connecting these platforms allows legal teams to find the right information without delays or redundant data entry. This guide [&hellip;]<\/p>\n","protected":false},"author":38,"featured_media":57004,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"page-cirahub.php","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_nextfly_llmd_date_locked":false,"footnotes":"","_ppma_block_editor_authors":"","_links_to":"","_links_to_target":""},"categories":[13626,1459],"tags":[],"ppma_author":[13535],"class_list":["post-56989","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cirahub","category-support","rawdate-2025-03-10"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.0 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to\u00a0Two-Way Sync Contacts Between Clio and SharePoint &#8212; CiraSync<\/title>\n<meta name=\"description\" content=\"How to\u00a0Two-Way Sync Contacts and Calendars Between Clio and SharePoint using CiraHubs multi synchronization platform.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cirasync.com\/de\/support\/how-to-two-way-sync-contacts-between-clio-and-sharepoint\/\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to\u00a0Two-Way Sync Contacts Between Clio and SharePoint\" \/>\n<meta property=\"og:description\" content=\"How to\u00a0Two-Way Sync Contacts and Calendars Between Clio and SharePoint using CiraHubs multi synchronization platform.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cirasync.com\/de\/support\/how-to-two-way-sync-contacts-between-clio-and-sharepoint\/\" \/>\n<meta property=\"og:site_name\" content=\"CiraSync\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/CiraSync\/\" \/>\n<meta property=\"article:published_time\" content=\"2025-03-10T22:18:03+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/02\/sync-clio-and-sharepoint.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1288\" \/>\n\t<meta property=\"og:image:height\" content=\"613\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Tara Parachuk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@CiraSync\" \/>\n<meta name=\"twitter:site\" content=\"@CiraSync\" \/>\n<meta name=\"twitter:label1\" content=\"Verfasst von\" \/>\n\t<meta name=\"twitter:data1\" content=\"Tara Parachuk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Gesch\u00e4tzte Lesezeit\" \/>\n\t<meta name=\"twitter:data2\" content=\"6\u00a0Minuten\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-sync-contacts-between-clio-and-sharepoint\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-sync-contacts-between-clio-and-sharepoint\\\/\"},\"author\":{\"name\":\"Tara Parachuk\",\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/#\\\/schema\\\/person\\\/60f053f1a1195c2ec011352765b3ab77\"},\"headline\":\"How to\u00a0Two-Way Sync Contacts Between Clio and SharePoint\",\"datePublished\":\"2025-03-10T22:18:03+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-sync-contacts-between-clio-and-sharepoint\\\/\"},\"wordCount\":424,\"publisher\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-sync-contacts-between-clio-and-sharepoint\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cirasync.com\\\/wp-content\\\/uploads\\\/2025\\\/02\\\/sync-clio-and-sharepoint.jpg\",\"articleSection\":[\"CiraHub\",\"Support Articles\"],\"inLanguage\":\"de\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-sync-contacts-between-clio-and-sharepoint\\\/\",\"url\":\"https:\\\/\\\/cirasync.com\\\/de\\\/support\\\/how-to-two-way-sync-contacts-between-clio-and-sharepoint\\\/\",\"name\":\"How to\u00a0Two-Way Sync Contacts Between Clio and SharePoint &#8212; 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