Xero + Practice Better

Keep your Xero contacts in sync with your Practice Better clients as bookings, packages, and enrollments happen.

What is Xero?

Xero is cloud accounting software for managing contacts, invoices, and your finances. When you link the Xero Connector, Practice Better adds a Xero contact when a new client is added or a booking, package, or program enrollment is confirmed, and a new Xero contact is added as a client in Practice Better. Xero is available with the Connector Hub add-on on Plus and Team plans. See every Xero workflow.

What you can do with Xero

Add contacts as clients book — A confirmed booking adds the client as a Xero contact.

Capture package buyers — A confirmed package adds the client as a contact.

Include program enrollments — Enrolling in a program adds the client as a contact.

Bring Xero contacts into Practice Better — A new contact added in Xero is added as a client in Practice Better.

How the Xero connector works

Connect your Xero organization

The practice owner connects one Xero organization through a one-time authorization.

Set up for the whole practice

Settings apply to the whole practice, so there is no per-practitioner setup.

Contacts added automatically

A new client, confirmed booking, confirmed package, or program enrollment adds a contact in Xero.

Connect your Xero organization in minutes.

Turn on Connector Hub, link your Xero organization, and Practice Better keeps your clients and contacts in sync automatically.

Frequently asked questions

Does Practice Better integrate with Xero?

Yes. Practice Better connects with Xero through the Xero Connector in Connector Hub. Clients and Xero contacts sync both ways as sessions are confirmed.

Which Practice Better plans include the Xero Connector?

The Xero Connector is part of Connector Hub, a paid add-on for Plus and Team plans at $49/month. You also need an active Xero account. Starter and Professional plans can upgrade to get access. Learn more about pricing.

Which events add a contact in Xero?

A contact is added when a new client is added, a booking is confirmed, a package is confirmed, or a client enrolls in a program. Connector Hub workflows run in the background whenever the event happens. See all Xero workflows.

Does the Xero sync go both ways?

Yes. A new contact added in Xero is added as a client in Practice Better.

Can my team members use the Xero Connector?

Yes, on a Team plan. The practice owner turns on the Manage Connectors permission for each role and connects Xero first. There is no per-practitioner setup. Connectors are not available to admin team members.

How do I disconnect Xero?

The practice owner can unlink Xero from Connector Hub settings. Because settings apply to the whole practice, unlinking affects every team member.

Stop entering every new client into Xero a second time.

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