Objective:
- How does Clio integrate with Xero?
- Data Sync to Xero
- Accounting
- Billing
- Contacts
Environment:
- Clio Manage
- Xero
Additional Information:
n/a
Answer:
Xero and Clio will sync your Contacts, meaning any changes to your client's name, address, phone number, etc in one program, will automatically update the other. This is called bi-directional sync and only applies to Contacts.
Any change in Xero to Bills, Credit Notes, or Payments will not be changed in Clio. This data sync is called one-way, and Clio will only send information to Xero, and not the other way around.