Brief Overview

Our integration with Xero creates even more practice efficiencies. Invoices are automatically reconciled where the payment equals the invoiced amount and are shipped to Xero seamlessly without the need for any practice administration time - it is automated and saves a great deal of time and money in staff time. 

Short Version

You must first have a paid subscription with Xero in order sync your billing.

• While logged in as a Practice Admin Open Settings > Xero
• Click Authorise
• Log into Xero
• Follow instructions grant access
• Log back into Clinic to Cloud and map accounts
• Click Save

Setting up your Xero Integration

You must first have a paid subscription with Xero in order sync your billing.

1. As a Practice Admin you Click on the Settings Wheel and Select "Xero"

2. Click on "Authorize"

3. You will then be asked to log into your Xero account

4. Follow the prompts to grant access to your Xero Account

Once access has been granted navigate back to your Xero settings in Clinic to Cloud.

5. Select the organisation which the data is to be synced to.

Note: Only one Xero organisation can be synced to one Clinic to Cloud Practice at a time.

6. Select the accounts for mapping

7. Click Save

Once saved your account will start syncing to Xero