Xero

If you use Xero for your practice (and love Xero as much as we do!) then leverage our direct integration to sync your Xero records with Socket for effortless client billing.

We don’t bring Xero records directly into Socket, (unless it is acting as the primary CRM for the practice). Instead, we match Socket clients to Xero contacts behind the scenes, and we'll warn you on the Billing Plan if there are any Socket clients unmatched to a Xero contacts.

To get started, head over the Practice Settings > Integrations and click "Connect with Xero".

Choose your practice’s Xero company and allow access. This will sync your Xero general ledger account codes and contacts with Socket.
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Once connected, you'll see the "Connected to Xero" green tick.

Select the default account code for recurring and one-off sales. This ensures all invoices are categorised to match your preferences, in Xero.

Choose a different Account Code for one-off pieces of work if necessary. This helps in segregating your regular revenue from ad-hoc projects in Xero.

This can also be changed within the pricing section for each service (👇), but if left unchanged, it will use the default set above.

Go to Services & Pricing and click the 3 dots on the right had side of your Active Pricing Menu, then select Billing & Engagement Letter Settings:

Whilst this setting isn't in the Xero integration settings and it's actually in the "Billing Settings" section, it's very much related to the Xero integration.

You can to chose whether to consolidate your services into one line item, or allow each service to have it's own line.

Go to our help guide on how to Configure your Billing settings for more info.

The directional flow of data between Socket and Xero:

The sync runs one a day which is overnight for UK users.