How do I connect to Xero / MYOB

How do I connect to Xero / MYOB

Jeeve is integrated with both the Xero and MYOB accounting platforms.

Once your account is connected, data is retrieved live from the Xero / MYOB servers for certain key financial charts shown in Jeeve Analytics.

How To Connect

To authorise Jeeve to access reporting data from your accounting platform - select Settings -> Clinics -> Xero / MYOB.



1. In this section, click the "Connect to Xero" or "Connect to MYOB" button.



2. Login to your accounting platform in the popup window shown.

3. Approve access for Jeeve Analytics by clicking "Allow Access"

4. Once successfully connected, the Settings screen should now show a "Disconnect From Xero" button, which you can select to remove access.



    • Related Articles

    • How current is the data in Jeeve Analytics?

      The Jeeve tools on your server will ensure that your data is kept up to date. We refresh your practice management system data every hour. This automated process happens in the background while you go about your day as normal. Once you connect your ...

    • Getting Started

      Whilst most Jeeve Analytics features work out of the box - there are a few steps you should take after signing up to unlock all of the Jeeve functionality. For more information on handling each step in the setup process, click on the links below: 1. ...

    • Net Profit

      How is Net Profit calculated? Net Profit This metric shows your Net Profit amount for the selected date range, taken directly from your accounting platform (Xero or MYOB) By utilising the "Trend" buttons in the top right corner, you can also analyse ...

    • New Patient Cost

      How is New Patient Cost calculated? New Patient Cost This metric shows the cost per new patient by dividing your total advertising spend by the number of new patients seen. To configure this chart, you must ensure your Jeeve account is connected to ...