Introducing The Law Community, the online community just for Clio customers. Sign up now.

What Data Does Clio Sync With Xero?

Objective:

  • How does Clio integrate with Xero?
  • Data Sync to Xero
  • Accounting
  • Billing
  • Contacts
  • Is the sync with Xero bi-directional or one-way?

Environment:

  • Clio Manage
  • Xero

Additional Information:

  • n/a

Answer:

  1. Contacts (after they have an approved Bill)
  2. Bills
  3. Credit Notes
  4. Payments

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.

 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality