Set Up Clio Integration in VentureTel.app

Set Up Clio Integration in VentureTel.app

To setup the Clio integration and sync with Clio follow these steps.

1. Click the "Account Setting" (Gear) icon in the lower left.
2. Go to the Integrations tab, toggle on "Clio", and click "Save".
3. When asked to connect with Clio click "Yes". (if the window doesn't pop up, check to see if the pop up was blocked.)
4. Login to Clio with your Clio credentials and click "Allow Access"

Clio should now be integrated. 

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