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:
- Click on Settings (gear icon)
- Click Bill Syncing
- Click Connect (beside Xero)