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Integrate Xero with Cliniko

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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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.

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.

Cliniko Integrations

Best ways to Integrate Xero + Cliniko

  • Xero Integration Cliniko Integration

    Xero + Cliniko

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

    Xero + Cliniko

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

    Xero + Cliniko

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

    Xero + Cliniko

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

    Xero + Cliniko

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

    Xero + {{item.actionAppName}}

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

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

    Triggers
  • 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)

  • 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.

    Actions
  • 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.

  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

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

How Xero & Cliniko Integrations Work

  1. Step 1: Choose Xero 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 Cliniko 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 Xero to Cliniko.

    (2 minutes)

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

Integration of Xero and Cliniko

The recent development in the field of technpogy has brought about many changes in the online business. It has created a new type of business that could be accessed by anyone who has internet connection. This type of business is known as the cloud-based business or software-as-a-service (SaaS. Cloud-based business is helping many companies to increase their productivity, improve their services and reduce their expenses. Two companies have attained success in the field of cloud-based businesses, they are Xero and Cliniko.

Xero is an accounting software that is used for small businesses or spe proprietorships. It is an accounting system that is used to manage the books of the company instead of manually writing them down on paper. The software can also be used to manage payrpl, remittance, invoicing and payments. Xero is used by large companies like Apple, Expedia and Coca Cpa.

Cliniko is a medical software used to manage private practices, clinics, hospitals and other healthcare facilities. It allows the user to manage patient information, appointment scheduling, billing and payments. It helps medical institutions to improve their efficiency and effectiveness in serving their patients. Cliniko has over 2000 medical institutions that are using its software.

The integration of Xero and Cliniko makes it easier for small companies with limited resources to have access to the software. By integrating the two software together, it will be able to handle all of the bookkeeping requirements of the company with ease. With the combination of these two applications, the firms can now have full time accountants managing their books.

Having this integrated software will also help save time and money for the firms with limited budget. By having separate software for each type of business, it will require more time for the firm to manage their books properly. Having one integrated software allows users to manage their accounts, payrpl, payments and other functions at one place. It eliminates the need for separate programs that will cost more money for the firm.

Also, having this integrated software will make it easier for firms to comply with the tax rules and regulations throughout Australia. The partners of these firms can now easily manage their tax payments without having confusion on what documents to submit. They only need to make sure that they submit files through their internet connection or send files via email.

The integration of Xero and Cliniko is providing new opportunities for small companies to operate more effectively than before. It is very beneficial for firms that are just starting out because they work on limited budgets. This new program will help them cut on their expenses and spend their money wisely on hiring employees for this task. It is also very helpful for firms with limited staff because it contains all the necessary features on managing their own accounts.

The process to integrate Xero and Cliniko 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.