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Clio Installation

Clio installation

Connecting your Clio account with YoCierge couldn't be easier!

Clio Basic Integration Setup

Login to our portal as usual.

Login screen

Go to My Preferences.

Logged in

Click to Integration and then Clio.

Start Integration

Allow access for the YoCierge connector.

allow acces integration

After a few seconds, you should see the following screen.

refreshing integration screen