Connect and manage Xero

Step-by-step guide

1. 1Open Sales & Invoices, then select Xero.
2. 2Select Connect Xero. Appointa redirects you to Xero’s consent screen; never send a Xero password or client secret to clinic staff.
3. 3Choose exactly one Xero organisation and approve the requested accounting scopes.
4. 4Return to Appointa and confirm the organisation name and connection status.
5. 5Choose which streams can sync automatically: invoices and credit notes, payments, contacts, and tax-rate mapping.
6. 6Add optional default sales and payment account codes. Line-level account codes take priority.
7. 7Use Sync now to process pending events. Sales and checkout remain available if Xero is temporarily unavailable.
8. 8Refunds and adjustments sync as accounts-receivable credit notes linked to the original invoice where possible.
9. 9If authorisation expires, select Connect Xero again. Appointa encrypts rotating refresh tokens and never shows them in the clinic UI.
10. 10Disconnect from the Xero tab when access should be revoked.