Connect to your Accounting Platform - Clio

Here are the steps to connect to Clio:

During the account setup phase, you will encounter the following screen:

To access the login page, please click on the Clio icon:

Upon entering your credentials, you will be directed to the following screen, which will enable InvoiceSherpa to access your invoicing data:

When engaging in the data synchronisation process between both platforms, you will come across the following screen:

Upon completion, the subsequent screen will be presented. Kindly click on "Let's finish up." This action indicates that the data from Clio has been effectively synchronised with InvoiceSherpa. Please proceed by adhering to the on-screen instructions. Once this process is completed, you will be automatically directed to the platform's dashboard page:

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