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.

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 view, if there is a Socket client that is unmatched to a Xero contact.

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

Select Your Xero Company

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.

Set Default Account Codes

Select the default account code for recurring sales. This ensures all monthly recurring invoices are categorised correctly in Xero. This can be changed within the pricing section, but will use this default otherwise.

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

Invoice Detail Level

Whilst this setting actually lives in the "Billing Settings" section, it's very much related to the Xero integration. You can decide whether to consolidate all services into one invoice line item or keep them separate. Consolidating can simplify invoices, while separating provides more detail for clients who may want to see a breakdown of services.

This setting can also be managed on a client by client basis, with the individual client record and can be decided separately for monthly recurring and one-off invoices

Now your Xero integration is set up, go ahead and add your new potential clients to Socket. Once they have approved your proposal and you’re ready to send them an invoice, this is where our Xero sync comes into play.

From the Billing Plan view, if the client is already a contact in Xero then click on the warning symbol next to the Client name and select them from the drop down list 👇

If they are not in Xero then leave the client unmatched (with the warning sign still showing) and approve your Billing Plan, we will create a new client in Xero when the first invoice is pushed up.

The directional flow of data between Socket and Xero:

The sync runs one a day, overnight for UK users.