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Watch the video walkthrough, then follow the steps below.
1

Access Data Export settings

  1. Click the Settings icon in the top right corner of Visualcare.
  2. Select Settings from the dropdown menu.
  3. Navigate to Data Export.
2

Authorise Xero

  1. Click the Authorize Xero button at the top left.
  2. If prompted, enter your Xero username and password on the login page.
  3. Click Continue with one organization to select the Xero organisation to connect.
  4. After authorisation, you’ll be returned to Visualcare’s Data Export settings.
3

Verify the connection

  • Click Show Connected Org Details to confirm the Xero organisation you’re connected to.
  • To disconnect and reconnect later, click Clear Xero Token, which will revert the page back to showing the Authorize Xero button.
4

Sync data from Xero

  1. Scroll to the bottom of the Data Export page.
  2. Locate the Xero Sync section.
  3. Click all the Sync buttons to bring data from Xero into Visualcare, including:
    • Contacts
    • Inventory Items
    • Employees
    • Pay Items
    • Tax Rates
5

Next steps

Once synced, your data from Xero is ready to use in Visualcare. Refer to the follow-up guides for payroll setup and invoice setup.