Clio Setup Guide Lite In Dev

Follow our setup guide to connect Clio to Fivetran.

Prerequisites

To connect Clio to Fivetran, you need:

If you are unable to find your credentials, contact Clio Support Team.

In the connection setup form, enter the Destination schema name of your choice.
Enter your Clio Client ID and Client secret.
In the Region drop-down menu, select your Clio region.
Click Authorize to allow Fivetran to access your Clio account using OAuth. You will be redirected to your Clio account to authorize Fivetran's access.
Log in to your Clio account. Once you have finished, you will be redirected back to Fivetran.
Click Save & Test. Fivetran will take it from here and sync your Clio data.