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What Data Does Clio Sync With Xero?

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.

 

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