Integrating Xero with Dentally

 

To authorise the Xero integration with Dentally, go to Settings, select Integrations and click Xero.

Click the Authorise button which will redirect you to the xero website, and login to your account.

The app will then ask you to select what Xero account you would like to connect to Dentally from a list. If you have multiple Xero accounts make sure to select the correct account and click authorise. You will then be redirected to Dentally.

If the integration has been successful you will see a green message notifying you of this.

To configure the settings:

First, select the bank account that is used to receive the revenue your practice generates.

You can then select what xero accounts your Dentally payment plans should go into.

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