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Integrate Care Diary with Xero
Integrate Care Diary with Xero

How to integrate Care Diary with Xero?

Pavi Sidhu avatar
Written by Pavi Sidhu
Updated over a week ago

Steps

  1. Login to the Care Diary using login page and go to Roster using the left menu. Once you are on the Roster page, click on the button with settings icon(next to add shift button).

  2. Then you will be redirected to the roster settings page.

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

  4. Then the system will redirect you to a new page where you need to login to your Xero account.

  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. Finally, you will be redirected back to Care Diary. (No action required) You have any successfully linked your Care Diary account with your Xero account.

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