Collect eCheck and card payments directly through Clio. Find out how.

Xero: Setting Up Your Xero Integration

We are pleased to offer the ability to integrate your Clio account with Xero. In order to use the integration, you must have a Xero subscription.

For information on how the integration works please see Xero: Functionality

Note: If you are in Australia, you must set up Two-Factor Authentication before you can set up Xero (see here)

 

Linking Clio to Xero

To connect your Xero account to Clio, go to "Settings" and click on "Bill Syncing":

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Click on "Link Xero Account":

Next, you will be prompted to log in to Xero if you are not already logged in. Once logged in, you will have to authorize the integration:

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You are able to choose "All Dates" to Sync Bills and Payments for All Time, alternatively, you can select the drop-down next to "All Dates" to choose a "Custom Date" for the start of your Sync. mceclip0.png

The following information can be synced:

  1. Contacts,
  2. Bills,
  3. Payments,
  4. Credit Notes.

Once you have authorized the connection, your Contacts will immediately start syncing.

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Congratulations! You have set up your integration. For information on how to use this, please click here.

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