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Integrate Cliniko with Xero

Appy Pie Connect allows you to automate multiple workflows between Cliniko and Xero

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About Cliniko

Cliniko is a cloud-based practice management application that helps healthcare firms manage appointment scheduling, invoicing, and payment processing, among other things. It allows doctors to document patients' health records using customized templates and drag-and-drop capability to include photographs, diagrams, and treatment notes.

About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

Xero Integrations

Best Cliniko and Xero Integrations

  • Cliniko Integration Xero Integration

    Cliniko + Xero

    Create Sales Invoice to Xero from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Xero Integration Create Sales Invoice
  • Cliniko Integration Xero Integration

    Cliniko + Xero

    Create Bill to Xero from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Xero Integration Create Bill
  • Cliniko Integration Xero Integration

    Cliniko + Xero

    Create Purchase Order to Xero from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Xero Integration Create Purchase Order
  • Cliniko Integration Xero Integration

    Cliniko + Xero

    Create/Update Contact to Xero from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Xero Integration Create/Update Contact
  • Cliniko Integration Xero Integration

    Cliniko + Xero

    Create Payment to Xero from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Xero Integration Create Payment
  • Cliniko Integration {{item.actionAppName}} Integration

    Cliniko + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Cliniko + Xero in easier way

It's easy to connect Cliniko + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • Cancelled individual appointment

    Triggered when an individual appointment is cancelled.

  • Deleted individual appointment

    Triggered when an individual appointment is deleted.

  • New Patient

    Trigger when a patient is created.

  • New or Updated Contact

    Triggered when a new contact is created or updated.

  • New or updated group appointment

    Triggered when a group appointments is created or updated.

  • New or updated individual appointment

    Triggered when an individual appointments is created or updated.

  • New or updated patient

    Triggered when a patient is created or updated.

  • New or updated practitioner

    Triggered when a practitioner is created or updated.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Cliniko & Xero Integrations Work

  1. Step 1: Choose Cliniko as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Cliniko to Xero.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Cliniko and Xero

First of all, I would like to introduce the company that I am going to write about. The company is Cliniko, and it has developed a cloud-based medical practice management software. The software allows the users to create a multi-user system that fits their medical practice needs. The company’s official website says that Cliniko is a platform where the users can work cplaboratively. In addition, the company works closely with doctors and hospitals in order to improve the quality of care for patients. Cliniko is also a startup company, which means that it has not been around for a long time.

The second company that I am going to write about is Xero. It is an accounting software that helps businesses keep track of their finances. Xero has an activity feed, which is one of its most interesting features. The activity feed shows what each employee does within the company. In addition, it displays information about their workmates. Xero can be used by both big and small companies. The official website of Xero says that it was developed by a small team of passionate individuals who wanted to make business better.

Cliniko and Xero are both innovative companies that have something special to offer to their clients. Xero was founded in 2005, and it has been improving ever since then. On the other hand, Cliniko was founded in 2014, so it is younger than Xero. However, the developers behind Cliniko have worked on various projects that are related to medical care and medical IT sputions. The people who have founded Cliniko have also worked on a few projects for large organizations, such as Microsoft and HP.

Both companies offer something unique and beneficial to the users. They also offer improvements over other similar applications and products. For example, Xero has created an activity feed for its users, whereas Cliniko provides scheduling tops for its customers. In addition, both companies offer mobile apps for their products and services. The mobile apps are available on Google Play Store and Apple App Store.

In conclusion, there are a lot of similarities between Cliniko and Xero, but they also have some differences. For example, Cliniko is a newer company than Xero, even though they are both based in New Zealand. In addition, Cliniko offers more functions when it comes to patient scheduling and appointment management. However, Xero offers more integrations with other software sputions than Cliniko does. Also, Cliniko provides a lot of ready-made templates for its users, while Xero has fewer templates available at this moment.

The process to integrate Cliniko and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.