TidyClinic + Xero

TidyClinic adds advanced, yet simple and intuitive, stock management capabilities to your practice, ensuring your clinic is optimally stocked, allowing you to spend more time focused on patient care.

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TidyClinic enhances the efficiency of your clinic through our simple, yet powerful interface. Our aim is to provide healthcare establishments with a source of streamlined management and stock-tracking tools. Integrated seamlessly with our trusted partner, Xero.

Why use TidyClinic?

Spend more time caring for your patients and their needs. TidyClinic helps you save time by managing your stock and inventory with accuracy and efficiency.

Receive accurate, up-to-date, information when you need it most. Keep track of your stock from the second it arrives, with TidyClinic's extensive tracking functionality.

Harness the power of modern technology and transform your patient management system with the addition of a dedicated inventory management integration.

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TidyClinic + Xero

  • check_circle Make appointments, add new patient information and reschedule with just the click of a button.

    check_circle User tested by medical professionals for a smooth and easy-to-use platform, saving you time.

    check_circle Simplify workflows with a connected system that adapts to your needs.

    check_circle Never lose track of important supplies from the stockroom to the clinic.

    check_circle Make informed purchasing decisions, saving you time and money, with TidyClinic's stock and asset management functions.

Still have questions?

Got questions about connecting Tidy with Xero? You’re not alone! This section covers the most common queries we get about the integration — from syncing data and setting up the connection, to handling invoices and troubleshooting issues. It’s here to help you get the most out of using Tidy and Xero together.

What data flows between Tidy and Xero?

The integration between Tidy and Xero is partially bidirectional. It syncs customer data from Xero to Tidy and allows product-to-account mapping from Tidy to Xero.

For more information, please refer to the diagram below.

Does Tidy send purchase orders / sales invoices directly to Xero?

Yes, both purchase orders and sales invoices can be sent directly to Xero. There's also an option to send them in draft mode if preferred.

Can different products be mapped to separate accounts in Xero?

Yes, you can assign different Xero account (codes)

Can a Xero account be linked in Tidy to enable syncing?

Yes it can. To do this, the Xero account must be of the type 'Current Asset' for it to appear in Tidy and be available for syncing.

Can Xero Tracking Categories be set as defaults for customers in Tidy?

Not presently at this stage. However, it is currently a work in progress.