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How to Un-Sync Xero

Objective:

  • How to Un-Sync Xero
  • How to Remove Xero Sync
  • Disconnect Xero Sync

Environment:

  • Clio Manage

Additional Information:

  • N/A

Answer:

There are two different ways to disconnect Xero from Clio Manage. 

Option 1:

How to disconnect from Clio Manage:

  1. Login to Clio Manage
  2. Go to Settings
  3. Click on Bill Syncing
  4. Click into the Xero sub-tab
  5. Click Revoke Access

 

Option 2:

How to disconnect from Xero:

  1. Login to Xero
  2. Select the organization you want to disconnect
  3. Click on the organization name and then click on Settings
  4. Click on Connected Apps
  5. Click on the Disconnect button for the Clio connection
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