Integrations
How Clio Sync Works
Keeping your watch data current after initial import
# How Clio Sync Works
After importing matters, ObituaryMonitor can keep watch data current by re-syncing with Clio.
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## What Gets Updated on Sync
When a watch is synced from Clio, the following fields are refreshed using live data from Clio. Existing values are only overwritten if Clio provides a non-empty value — local edits are preserved if Clio returns nothing.
| Field | Updated? |
|---|---|
| First Name | Yes (from contact) |
| Last Name | Yes (from contact) |
| Date of Birth | Yes (from contact) |
| City | Yes (from contact address) |
| State | Yes (from contact address) |
| Case Number | Yes (from matter) |
| Assigned To | Yes (from responsible attorney) |
| Case Type | Yes (remapped from practice area) |
| Date of Interest | Yes (from matter open date) |
Fields like Internal Notes, Tags, and Priority Level are never overwritten by sync — those remain local.
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## Re-Syncing an Individual Watch
To refresh a single watch from Clio:
- Open the watch detail page
- Look for the Sync from Clio button (visible on Clio-linked watches)
- Click it — the watch updates immediately
[Screenshot: Individual watch with Sync from Clio button]
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## Bulk Sync All Watches
To refresh all Clio-linked watches at once:
- Go to Integrations
- Click the Sync tab
- Click Sync All Now
[Screenshot: Sync tab with Sync All Now button]
This updates all watches that were originally imported from Clio, up to 100 records per run.
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## Auto-Sync Settings
You can configure automatic sync on the Sync Settings panel:
- Auto-sync enabled — Turn on scheduled syncing
- Sync frequency — Daily, weekly, or manual only
- Sync on login — Refresh watches each time you log in
- Conflict resolution — What to do if Clio and local data differ (default: keep local)
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## What Sync Does Not Do
- Sync does not import new matters. New matters from Clio must be manually imported using the matter browser.
- Sync does not delete watches if a matter is closed in Clio. The watch remains active unless you archive or delete it manually.
- Sync does not create matches — it only updates watch data.
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