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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 Xero
  4. Click Link Xero Account

 

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