{"id":57076,"date":"2025-03-11T07:55:07","date_gmt":"2025-03-11T15:55:07","guid":{"rendered":"https:\/\/cirahub.com\/?p=57076"},"modified":"2025-03-11T07:55:07","modified_gmt":"2025-03-11T15:55:07","slug":"how-to-two-way-sync-between-clio-and-ms365-user-mailbox","status":"publish","type":"post","link":"https:\/\/cirasync.com\/de\/contact-sync\/how-to-two-way-sync-between-clio-and-ms365-user-mailbox\/","title":{"rendered":"How to Two-Way Sync Between Clio and MS365 User Mailbox"},"content":{"rendered":"<p data-id=\"134c0651-fce7-42cf-aab1-391b09e5e280\" data-pm-slice=\"1 1 []\">Juggling contact information between different systems can be a real headache for law firms. If you&#8217;re using Clio for your practice and Microsoft 365 for email and calendars, you probably know the frustration of having to manually update contact info in multiple places.<\/p>\n<p data-id=\"4fd4f359-c0bd-408a-851e-0275ba4be535\">But I&#8217;ve got good news for you! You can actually get these two systems to automatically share contact information. This guide will show you how to set up a two-way sync between Clio and your Microsoft 365 user mailboxes, meaning when you update a contact in one place, it&#8217;ll automatically update in the other.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_to_Two-Way_Sync_Between_Clio_and_MS365_User_Mailbox\"><\/span><b>How to Two-Way Sync Between Clio and MS365 User Mailbox<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>1. Sign into the CiraHub dashboard using your credentials. You would be taken to the onboarding wizard.<\/p>\n<p>2. Click the <strong>+Spoke<\/strong> button at the top of the dashboard.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-57077\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Click-the-Spoke-button-1024x259.png\" alt=\"Click the +Spoke button\" width=\"1024\" height=\"259\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Click-the-Spoke-button-980x248.png 980w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Click-the-Spoke-button-480x122.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p>3. Next, you\u2019ll have to set up your Hub &amp; Spoke. Click \u201cCRMs\u201d as your source type of your calendar spoke.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-57081\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Select-CRMs-1024x646.png\" alt=\"Select CRMs\" width=\"1024\" height=\"646\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Select-CRMs-980x618.png 980w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Select-CRMs-480x303.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p>4. Select \u201cClio\u201d as our contact source, then click \u201cNext.\u201d<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-57085\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Choose-Clio-and-click-22Next22-1024x831.png\" alt=\"Choose Clio and click Next\" width=\"1024\" height=\"831\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Choose-Clio-and-click-22Next22-980x796.png 980w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Choose-Clio-and-click-22Next22-480x390.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p>5. Now, you\u2019ll need to sign in using your Clio credentials. Click \u201cSign into Clio\u201d to proceed.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-57089\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Sign-into-Clio-1024x472.png\" alt=\"Sign into Clio\" width=\"1024\" height=\"472\" \/><\/p>\n<p>6. 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>7. Name your Clio spoke and click &#8222;Create.&#8220; You should now see your Clio spoke attached to your Hub on the CiraHub dashboard.<\/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>8. Click the <strong>+Spoke<\/strong> button to add another spoke on the CiraHub dashboard.<\/p>\n<p>9. Click &#8222;Office 365 In My Tenant&#8220; then select &#8222;User Mailbox.&#8220;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-57101\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Select-User-Mailbox-1024x829.png\" alt=\"Select User Mailbox\" width=\"1024\" height=\"829\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Select-User-Mailbox-980x793.png 980w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Select-User-Mailbox-480x388.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p>10. Select the Mailbox Folder you want to sync, then click &#8222;Next.&#8220; <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-57109\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Select-the-Mailbox-Folder-you-want-to-sync-and-click-22Next22-1-1024x835.png\" alt=\"Select the Mailbox Folder you want to sync and click Next\" width=\"1024\" height=\"835\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Select-the-Mailbox-Folder-you-want-to-sync-and-click-22Next22-1-980x799.png 980w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Select-the-Mailbox-Folder-you-want-to-sync-and-click-22Next22-1-480x391.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p>11. On the CiraHub dasboard, right click on each Hub and tick &#8222;Allow Hub to sync items in this spoke&#8220; then, click &#8222;Next.&#8220;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-57137\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Click-Sync-Options-1-1024x725.png\" alt=\"Click Sync Options\" width=\"1024\" height=\"725\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Click-Sync-Options-1-980x694.png 980w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Click-Sync-Options-1-480x340.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p>12. On the CiraHub dashboard, click &#8222;Sync Now&#8220; to sync contacts between the Hub and spokes you have created. Your contacts should populate automatically now and be reflect all changes across both platforms.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-57141\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Click-22Sync-Now22-1024x297.png\" alt=\"Click Sync Now\" width=\"1024\" height=\"297\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Click-22Sync-Now22-980x284.png 980w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Click-22Sync-Now22-480x139.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/p>\n<p data-id=\"ca4001dc-f05e-4813-8238-2bc69384dd20\" data-pm-slice=\"1 1 []\">And there you have it! Your Clio and Microsoft 365 user mailbox are now in sync, sharing contact information automatically. No more double entries or outdated contact information. Just set it and forget it while you focus on what matters most.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Learn_More_About_CiraHub\"><\/span><span data-contrast=\"none\">Learn More About CiraHub! <\/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","protected":false},"excerpt":{"rendered":"<p>Juggling contact information between different systems can be a real headache for law firms. If you&#8217;re using Clio for your practice and Microsoft 365 for email and calendars, you probably know the frustration of having to manually update contact info in multiple places. But I&#8217;ve got good news for you! You can actually get these [&hellip;]<\/p>\n","protected":false},"author":38,"featured_media":46650,"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":[13626,1420,1459],"tags":[13371,13662,13631,13632],"ppma_author":[13535],"class_list":["post-57076","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cirahub","category-contact-sync","category-support","tag-cira-hub","tag-clio","tag-contact-sync","tag-user-mailbox","rawdate-2025-03-11"],"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 Two-Way Sync Between Clio and MS365 User Mailbox &#8212; CiraSync<\/title>\n<meta name=\"description\" content=\"How to\u00a0two-way sync contacts and calendars between Clio and MS365 User Mailbox using CiraHub&#039;s 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\/contact-sync\/how-to-two-way-sync-between-clio-and-ms365-user-mailbox\/\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Two-Way Sync Between Clio and MS365 User Mailbox\" \/>\n<meta property=\"og:description\" content=\"How to\u00a0two-way sync contacts and calendars between Clio and MS365 User Mailbox using CiraHub&#039;s multi-synchronization platform.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cirasync.com\/de\/contact-sync\/how-to-two-way-sync-between-clio-and-ms365-user-mailbox\/\" \/>\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=\"2025-03-11T15:55:07+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/03\/Click-the-Spoke-button.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1434\" \/>\n\t<meta property=\"og:image:height\" content=\"363\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\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=\"4\u00a0Minuten\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/contact-sync\\\/how-to-two-way-sync-between-clio-and-ms365-user-mailbox\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/contact-sync\\\/how-to-two-way-sync-between-clio-and-ms365-user-mailbox\\\/\"},\"author\":{\"name\":\"Tara Parachuk\",\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/#\\\/schema\\\/person\\\/60f053f1a1195c2ec011352765b3ab77\"},\"headline\":\"How to Two-Way Sync Between Clio and MS365 User Mailbox\",\"datePublished\":\"2025-03-11T15:55:07+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/contact-sync\\\/how-to-two-way-sync-between-clio-and-ms365-user-mailbox\\\/\"},\"wordCount\":426,\"publisher\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/contact-sync\\\/how-to-two-way-sync-between-clio-and-ms365-user-mailbox\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cirasync.com\\\/wp-content\\\/uploads\\\/2024\\\/05\\\/CiraSync-Knowledge-Base-1080x630-Light.jpg\",\"keywords\":[\"CiraHub\",\"Clio\",\"Contact Sync\",\"User Mailbox\"],\"articleSection\":[\"CiraHub\",\"Contact Sync\",\"Support Articles\"],\"inLanguage\":\"de\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/cirasync.com\\\/de\\\/contact-sync\\\/how-to-two-way-sync-between-clio-and-ms365-user-mailbox\\\/\",\"url\":\"https:\\\/\\\/cirasync.com\\\/de\\\/contact-sync\\\/how-to-two-way-sync-between-clio-and-ms365-user-mailbox\\\/\",\"name\":\"How to Two-Way Sync Between Clio and MS365 User Mailbox &#8212; 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