> ## Documentation Index
> Fetch the complete documentation index at: https://www.domo.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Clio Connector

## Intro

The Clio API provides a set of programming interfaces that developers can use to create integrations and custom applications for Clio's cloud-based legal practice management system. It helps law firms automate tasks, synchronize data across applications, and improve operational efficiency.

You can connect to your Clio account in the Data Center. This topic discusses the fields and menus that are specific to the Clio connector user interface. To add DataSets, set update schedules, and edit DataSet information, see [Adding a DataSet Using a Connector](/docs/s/article/360042926274).

## Prerequisites

To connect to your Clio account and create a DataSet, you need the following:

* Client ID and Client Secret associated with your Clio account
* Region

### Generating Client ID and Client Secret

To generate the Client ID and Client Secret, follow the steps below:

1. Sign in to the Clio Developer Portal at *[https://developers.clio.com/](https://developers.clio.com/)* using your account credentials.
2. To create a new app, select **New App**.

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3. Select the required read and write permissions for the endpoints, and then select **Save**.

<Note>**Note:** Ensure to select both read and write permissions for the *Reporting* endpoint.</Note>

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4\. Copy and save the generated Client ID and Client Secret.

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## Connecting to Your Clio Account

This section enumerates the options in the **Credentials** and **Details** panes on the Clio Connector page. The components of the other panes on this page, **Scheduling**, and **Name & Describe Your DataSet**, are universal across most connector types and are discussed in great detail in [Adding a DataSet Using a Connector](/docs/s/article/360042926274).

## Credentials Pane

This pane contains fields for entering credentials to connect to your Clio account. The following table describes what is needed for each field:

| Field         | Description                                                |
| ------------- | ---------------------------------------------------------- |
| Client ID     | Enter the Client ID associated with your Clio account.     |
| Client Secret | Enter the Client Secret associated with your Clio account. |
| Region        | Select the region from the drop-down list.                 |

Once you have entered valid Clio credentials, you can use the same account at any time to create a new Clio DataSet. You can manage connector accounts in the **Accounts** tab in the Data Center. For more information about this tab, see [Manage Connector Accounts](/docs/s/article/360042926054).

## Details Pane

| Menu        | Description                                                                                                                                                                                                                                                                                                                                                                                                      |
| ----------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Report      | Select the Clio report you want to run. The following reports are available: <br /><br /> <table><thead><tr><th>Report Name</th><th>Description</th></tr></thead><tbody><tr><td>Create and Run Report</td><td>Create and run a report by specifying the report parameters.</td></tr><tr><td>Get Details of All Reports</td><td>Returns the data for all the reports generated in Clio.</td></tr></tbody></table> |
| Report Type | Select the type of report you want to generate.                                                                                                                                                                                                                                                                                                                                                                  |
| Date Range  | Select the date range for which you want to fetch the data. The date range cannot be before January 1, 2000, and must not be a future date.                                                                                                                                                                                                                                                                      |

## Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see [Adding a DataSet Using a Connector](/docs/s/article/360042926274).