How to set up Xero


  • Configure/integrate/sync with Xero


  • Clio Manage
  • Xero

Additional Information:

Please note, only users with Administrator permissions can set up the sync with Xero. Click here for more detailed instructions on setting up the Xero integration: Setting up Your Xero Integration


  1. Click on Settings (gear icon)
  2. Click Bill Syncing
  3. Click Xero
  4. Click Link Xero Account


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