---
title: 'Exact JobBOSS + Clio'
url: 'https://www.staging38.commercient.com/product/exact-jobboss-clio/'
date: '2026-06-19T10:19:32-04:00'
modified: '2026-06-19T10:19:32-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact JobBOSS to Clio, giving your team access to Exact JobBOSS 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 Exact JobBOSS and Clio, syncing customer, order and operational data between the ERP and Clio. The integration is scoped per project to cover the objects and directions that match each customer’s specific workflow.

## What syncs

- Import Clio Records into Exact JobBOSS as New Entries
- Sync Exact JobBOSS Customers to Clio Account Records
- Export Exact JobBOSS Sales Orders and Invoices to Clio
- Update Clio with Exact JobBOSS Items and Inventory Data
- Sync Exact JobBOSS Inventory to Clio
- Import Clio Data into Exact JobBOSS Records

## Why Commercient

### Quote and estimate management

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

### Customer data alignment

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

### Order and transaction sync

Export Exact JobBOSS Sales Orders and transactions to Clio to keep operational data aligned and support accurate workflow management across both systems.

### Product and inventory management

Update Exact JobBOSS Items and Inventory data in Clio so teams have current product information available in both platforms.

## About Exact JobBOSS

Exact JobBOSS is a job shop ERP for small custom manufacturers, covering quoting, job management, scheduling, inventory and accounting.

## 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

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

Commercient provides ongoing support for the Exact JobBOSS 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 Exact JobBOSS and Clio?

Commercient can connect Exact JobBOSS 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 Exact JobBOSS Customers sync to Clio automatically?

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

### Can data from Clio flow back into Exact JobBOSS?

Commercient can support data flowing from Clio back into Exact JobBOSS when included in the integration scope. Direction and object coverage depend on project configuration.

### How often does the Exact JobBOSS and Clio integration sync?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time options depend on system capabilities and project scope.