San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Xero: Setting up your Xero Integration

The Xero integration is available to subscribers of our Legacy, Loyalty, Boutique, and Elite plans.

You can upgrade to the Boutique or Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1).

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

 

Linking Clio to Xero

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

settings_link.png

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:

mceclip0.png

mceclip1.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.

Sync_Status.png

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

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality