In this article we will cover connecting your SimpleClinic account to your Xero account.  This requires a Xero Starter, Standard, or Premium plan.  If you have not yet signed up for Xero you can do this from here: https://www.xero.com/au/pricing-plans/


Once the integration is connected SimpleClinic will send patients, suppliers, invoices, and orders to Xero automatically.  The relevant records created in Xero are shown below.


SimpleClinic Record TypeXero Record Type
Patient
Contact
InvoiceInvoice (Accounts Receivable)
SupplierContact
OrderInvoice (Accounts Payable)


There are three steps to the Xero integration.


Step 1: Authenticate with Xero


In this step you will be redirected to the Xero website to login and choose the organisation you wish to link to SimpleClinic.


For more information about this step see the link here.


Step 2: Configuring your Account Mappings


In this step you will provide us with default settings to allow us to send your orders and invoices to Xero.

For more information about this step see the link here.


Step 3: Optionally Configure Additional Revenue Accounts


In this optional step you can choose to link different product categories to different revenue accounts in Xero.  This will allow you to obtain more granular reporting from Xero about sales of different product categories.


For more information about this step see the link here.