Welcome to Allie!
To complete the onboarding process and connect your Allie Clinic to your Cliniko and Xero accounts, please follow these simple steps:
Step 1: Go to https://app.allieclinics.com/onboarding
Step 2: Connect to Cliniko using your Cliniko API key.
Log in to Cliniko, and click My info below your name on the lower left hand-side of the screen.
In the My user details page, scroll down to the bottom of the screen to the section called You have n API keys (where n is just some number). Make sure that the Allow yourself to create and use API keys is toggled to green, and above that, click on Manage API keys.
In the API keys page, click on Add an API key on the top right hand-side of the screen.
Give your new API key a name, say "Allie", and click on Create API key.
That's it! This is your new API key. Copy this and keep it somewhere safe, and paste this into Allie where it asks for your Cliniko API key.
Step 3: Connect to Xero by signing in to Xero and selecting the organisation to be connected
Sign in with your Xero Payroll admin account with the Advisor role for “Business and Accounting”
Step 4: Once both Cliniko/Xero are connected, click “Next”
You will see this screen which means the onboarding steps are complete.
Allie will start downloading your past month’s data which may take 1-2 hours depending on the size of your business.
Allie will also download your historical data as far as Jan 1, 2021. This will take hours or even days to complete.
Once all the historical data is imported, your data will be synchronised with Cliniko/Xero in a regular weekly basis for now.
After the initial import step, any future logins and reports should be pretty much instant!
Feel free to use the live chat button on the bottom right of the screen to send us your questions, comments, suggestions, and feedback.
Thank you!