Skip to main content

Integrate Care Diary with Xero

How to integrate Care Diary with Xero?

Written by Pavi Sidhu
Updated over 2 weeks ago

Steps

  1. Login to the Care Diary using login page and go to Settings from the left menu.
    Click on Roster Configuration under Operations & Rostering.

  2. Scroll to the Accounting section on the right-hand side.

  3. Click on the Connect button next to the Xero option.

  4. You will be redirected to Xero. Log in to your Xero account, select your organisation, and click on Allow Access.

  5. Once you login to Xero, you will be prompted to select an organisation and click Allow access. (In this step you are giving permissions to Care Diary to talk to your Xero account.)

  6. Once completed, you will be redirected back to Care Diary and the Xero account will be successfully connected.

Related Articles

Did this answer your question?