---
title: 'Deltek Vision + Clio'
url: 'https://www.staging38.commercient.com/product/deltek-vision-clio/'
date: '2026-06-19T10:07:35-04:00'
modified: '2026-06-19T10:07:35-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Deltek Vision to Clio, giving your team access to Deltek Vision data directly within Clio. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Deltek Vision and Clio, syncing customer, order and operational data between the ERP and Clio. Teams get a connected view of business data across Deltek Vision and Clio with consistent records on both sides.

## What syncs

- Sync Deltek Vision Credit Notes to Clio
- Update Deltek Vision Customers from Clio Data
- Import Clio Records into Deltek Vision as New Entries
- Sync Deltek Vision Customers to Clio Account Records
- Export Deltek Vision Sales Orders and Invoices to Clio
- Update Clio with Deltek Vision Items and Inventory Data

## Why Commercient

### Purchase order management

Export Deltek Vision Purchase Orders to Clio so procurement and operations teams can manage purchasing from either system with consistent data.

### Payment and cash management

Sync Deltek Vision Payments and receipt data to Clio so financial records and customer payment status are current in both platforms.

### Quote and estimate management

Connect Deltek Vision Quotes to Clio so quoting activity is visible and consistent across both systems for sales and operations.

### Customer data alignment

Sync Deltek Vision Customers to Clio so both platforms share accurate and up-to-date customer information for operations and account management.

## About Deltek Vision

Deltek Vision is an ERP and CRM system for project-based professional services firms, managing projects, financials, HR, business development and resource management.

## About Clio

Clio is practice management software for law firms, managing client matters, time tracking, billing, documents, calendars and legal case management.

## Frequently asked questions

### Can Deltek Vision Invoices data sync to Clio?

Yes, Commercient can sync Deltek Vision Invoices data to Clio when included in scope. Exact field mapping, sync frequency and object coverage are configured per project.

### Can new records created in Clio be imported into Deltek Vision?

Commercient can support importing new records created in Clio into Deltek Vision when included in the integration scope. Direction and object coverage depend on project configuration.

### What support does Commercient provide after go-live?

Commercient provides ongoing support for the Deltek Vision and Clio integration after go-live. Support coverage and response times depend on the customer's support plan and service level agreement.

### What data can Commercient connect between Deltek Vision and Clio?

Commercient can connect Deltek Vision and Clio to sync data such as Customers, Items, Inventory, Sales Orders and Invoices. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Deltek Vision Customers sync to Clio automatically?

Yes, Commercient can sync Deltek Vision Customers to Clio so both platforms share consistent account data. Exact field mapping and sync frequency are configured per project.