Set up Xero connection

This guide explains how to connect Xero to your TidyClinic.

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Step 1.

Head to Settings> Xero integration.

Click Connect to Xero.

Step 2.

This will open page where you can log in to your Xero account.

Enter your details and click Log In.

Step 3.

You will then see a your Xero account details that you will be sharing with Tidy.

Click Allow access to connect.

Step 4.

This will redirect the Xero page in TidyClinic.

You will now be able to see your Xero account connected.

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