Overview
Core Practice is a cloud-based dental practice management platform built to help you grow and simplify the way you run your dental business. With our Xero integration, you can automate your accounting workflows and free up time to focus on what matters—your patients. Running a dental practice is more than just treating patients. There’s the admin, invoicing, payments, reporting, compliance, and bookkeeping. That’s where Core Practice and Xero work together to make your back-office easier and faster to manage.
Core Practice + Xero
With this integration, your patient transactions in Core Practice are synced automatically to Xero each day. This means:
- No more manual exports or double handling
- Less chance of errors in your books
- Reconciliation becomes a one-click task
- Your accountant always has up-to-date numbers
It’s accounting, streamlined—so you can get back to care.
Built for multi-location, multi-provider practices
Whether you’re managing a single clinic or a network of locations, Core Practice helps you stay in control. We’ve designed our platform with dental groups in mind—provider-level reporting, patient history across sites, and smart integrations like this one with Xero ensure you stay scalable.
What’s synced to Xero
- Daily payment totals from Core Practice
- Payout summaries grouped by provider or location
- Bank reconciliation files
- Bank account and payment type mapping
- Optional tax and category mapping
This gives you and your accountant a clear view of financial activity across your practice.
Who it’s for
This integration is ideal for:
- Practice managers who want to cut down admin
- Bookkeepers and accountants supporting dental clients
- Dental business owners looking to grow with confidence
Core Practice is already trusted by dental practices across Australia. Our partnership with Xero brings more automation, accuracy, and visibility to your business.
Core Practice + Xero
The Core Practice + Xero integration allows you to sync your provider's payment summaries, and reconciliations to Xero automatically, helping you save time, reduce errors, and keep your books accurate.
Once connected, Core Practice will push daily payment summaries into your Xero account using smart mappings, so you can handle reconciliations and financial reporting with ease.
Data that syncs to Xero
- All finalised patient invoices generated in Core Practice
- Payments collected via EFTPOS, HICAPS, Medicare, and other custom types
- Daily transaction summaries
- Banking reconciliation files for matching against your account
- Tax codes and revenue categories, if enabled
Sync timing and control
- Daily automatic syncs to publish bank transaction summaries
- Ability to update and re-publish bank transaction manually
- Configurable mapping to support your unique chart of accounts with provider's payment received
Built-in flexibility
You can choose how payments are grouped - by location, provider, or bank account. This makes it easy for your accountant to trace payments and reconcile properly. Whether you have one clinic or many, Core Practice adapts to your structure and scale.
Supported features
- GST-compliant syncs
- Job codes support
- Multi-site support
- Revenue tracking by provider and location
- Refund and reversal support
- Custom payment type and bank account mapping
This deep Xero integration is part of Core Practice’s mission to reduce friction in dental operations and empower practices to grow without adding admin overhead.
Pricing plans
Communicator
- A$0.18 per 1 per month
- Automatic Marketing
- Inbox Message
Getting started
Getting started is easy. The fastest way to connect Core Practice to Xero is to click the “Get this app” button on this page. You’ll be guided through a secure setup process that takes only a few minutes.
Step-by-step setup
- Click “Get this app” to start the connection.
- Log in to your Xero account when prompted.
- Authorise Core Practice to access your Xero data securely.
- Inside Core Practice, select your Xero-connected organisation.
- Configure your sync settings, including provider's chart of account, bank account mappings, and payment type mappings.
- Enable your automatic daily sync.
That’s it—your practice will now sync financial data automatically every day.
Tips for success:
- Work with your bookkeeper or accountant during setup to align the Xero chart of accounts.
- Decide upfront how you want payments grouped (e.g. by provider or location).
- Test with one day’s worth of transactions to review before syncing full history.
- Use the Bank Transaction history dashboard in Core Practice to track any issues.
Support and help when you need it
- Our support team is available via live chat or ticket.
- You’ll find step-by-step guides inside Core Practice.
- Optional onboarding is available if you want a hands-on walkthrough.
- Frequent updates and feature improvements ensure the integration stays future-ready.
Built for busy practices
We know your time is valuable. That’s why we’ve designed the setup process to be quick, secure, and reliable - with clear steps and helpful prompts along the way.
With Core Practice + Xero, you’ll spend less time on admin and more time growing your practice.
