How to Set Up Xero

Objective:

• Configure/integrate/sync with Xero

Environment:

• Clio Manage
• Xero

Additional Information:

Note:

• Only users with Administrator permissions can set up the sync with Xero
• For more information on setting up Xero, see here
• If you are in Australia, you must set up Two-Factor Authentication before you can set up Xero (see here)

Procedure:

1. Click on Settings (gear icon)
2. Click Bill Syncing
3. Click Connect (beside Xero)