Integrations FAQ

Common questions about integrating Praxi with accounting, calendar, and payment systems.

General Integration

What integrations does Praxi support?

Category	Integrations	Status
Accounting	Xero, MYOB	Both production-ready
Calendars	Google Calendar; Outlook and Apple by feed subscription	One-way, Praxi to calendar
Payments	Stripe, Tyro, Square
Healthcare	Medicare, DVA, NDIS
Communication	SMS and email (built-in)
Video	Built-in telehealth

How do I connect an integration?

1. Open Integrations from the Practice menu
2. Find the integration
3. Click Connect
4. Complete the authorisation process
5. Configure settings
6. Test connection

Why do integrations disconnect?

Common reasons:

Reason	Solution
Token expired	Re-authorise (Xero: 60 days, MYOB: varies)
Password changed	Re-authenticate
Permissions revoked	Re-connect and grant access
Subscription lapsed	Renew external subscription

Can I use multiple accounting systems?

No. Connect either Xero or MYOB, not both simultaneously. This prevents:

• Duplicate transactions
• Conflicting data
• Reconciliation issues

To switch: Disconnect current system, then connect new one.

How do I check integration status?

1. Go to Settings → Integrations
2. View status for each:
   • ✅ Connected: Working normally
   • ⚠️ Warning: Needs attention
   • ❌ Disconnected: Re-connect required
3. Click integration for detailed status

Xero

How do I connect Xero?

1. Open Integrations from the Practice menu
2. Click Connect on the Xero card
3. Log in to your Xero account
4. Select your organisation
5. Click Allow Access
6. Return to Praxi

What does Xero sync?

Data	Direction	Notes
Invoices	Praxi → Xero	Issued invoices only
Payments	Praxi → Xero	When recorded
Contacts	Praxi → Xero	Client details
Credit notes	Praxi → Xero	When voided

Xero → Praxi sync is not supported (Praxi is source of truth).

How often does Xero sync?

Sync Type	Frequency
Scheduled	Configurable (15 min, hourly)
Manual	On-demand

Configure in Xero → Settings → Sync Frequency.

Why isn't my invoice in Xero?

Check:

1. ✅ Invoice status is Issued (not Draft)
2. ✅ Xero connection is active
3. ✅ Account mapping complete
4. ✅ No sync errors in log

View Xero → Sync Log for error details.

How do I fix "Xero connection expired"?

Xero tokens expire every 60 days:

1. Go to Settings → Integrations → Xero
2. Click Re-authorise
3. Log in to Xero
4. Click Allow Access
5. Connection restored

Set a calendar reminder for re-authorisation.

How do accounts map to Xero?

Invoices sync to your Xero organisation's default accounts and tax settings — custom account mapping isn't configurable in Praxi yet. Review your first few synced invoices in Xero to confirm the treatment is right. See Xero Setup.

MYOB

How do I connect MYOB?

1. Open Integrations from the Practice menu
2. Click Connect on the MYOB card
3. Log in to my.MYOB
4. Select your company file
5. Enter company file credentials (if prompted)
6. Click Allow Access

What MYOB versions are supported?

Version	Support
MYOB Business	✅ Full
MYOB AccountRight	✅ Full
MYOB Essentials	⚠️ Limited (no API)
MYOB AccountRight Classic	❌ Not supported

MYOB Business (cloud) recommended for best integration.

Why does MYOB need company file credentials?

MYOB company files have separate security:

1. my.MYOB login: Accesses MYOB platform
2. Company file login: Accesses specific company data

Both are required and stored securely.

How do I fix "Company file not accessible"?

1. Verify MYOB subscription is active
2. Check company file is online (not local-only)
3. Re-enter company file credentials
4. Ensure no one has exclusive access in MYOB

MYOB sync is slower than Xero - why?

Both MYOB and Xero use scheduled sync, but MYOB's API architecture is inherently batch-oriented:

Aspect	MYOB	Xero
Sync type	Scheduled	Scheduled
Minimum interval	15 minutes	15 minutes
API style	Batch	Batch (with webhook support)

MYOB operations may take longer due to company file locking and its batch processing architecture.

Calendar Sync

How do I sync with Google Calendar?

1. Open Integrations from the Practice menu
2. Under Yours, click Connect on the Google row
3. Log in to Google account
4. Grant calendar permissions
5. Select calendars to sync
6. Configure sync direction

How do I see Praxi appointments in Outlook?

Praxi does not connect to Microsoft accounts. Outlook and Apple Calendar can show your Praxi appointments by subscribing to your calendar feed: open Settings → Calendar sync, copy your feed URL, then add it in Outlook (Add calendar → From Internet) or Apple Calendar (File → New Calendar Subscription). Subscribed calendars are read-only and refresh on the calendar app's own schedule.

What calendar sync directions are available?

Direction	Behaviour
Praxi → External	Appointments appear in Google Calendar, or in Outlook/Apple via the feed

Sync is one-way. Events in your other calendars are not imported into Praxi and do not block time.

Do appointments sync instantly?

Event Type	Sync Time
New appointment	1-2 minutes
Updated appointment	1-5 minutes
Cancelled	1-5 minutes

Force sync: Calendar → Settings → Sync Now

Why are my calendar events duplicated?

Common causes:

Cause	Solution
Multiple calendars selected	Sync to one calendar only
Created in both systems	Delete duplicate, let sync handle
Sync direction wrong	Check sync settings

Can I sync multiple calendars?

Yes. You can:

• Sync different practitioners to different calendars
• Block time from personal calendar
• Show combined availability

Configure in Calendar → Settings → Calendar Sync.

Payment Integrations

How do I connect Stripe?

1. Open Integrations from the Practice menu
2. Click Connect with Stripe on the Stripe card
3. Complete Stripe's secure hosted onboarding
4. Complete onboarding
5. Verify bank details
6. Activate account

What Stripe features are supported?

Feature	Support
Card payments	✅ Online and in-person
Terminal/reader	✅ BBPOS Chipper, Stripe Reader
Subscriptions	✅ For payment plans
Refunds	✅ Full and partial
Disputes	✅ Visible in Praxi

How do I set up Tyro?

1. Contact Tyro to get a terminal
2. Run the Tyro setup wizard from Integrations (Merchant ID, API key, API secret)
3. Add the terminal under Settings → Financial → Payment gateways, EFTPOS Terminals tab
4. Test with transaction

Does Tyro support Medicare EasyClaim?

Yes. Tyro terminals support:

• EFTPOS payments
• Medicare EasyClaim
• Combined EFTPOS + EasyClaim
• Private health fund claiming

Configure claiming in Tyro → Medicare Settings.

Why isn't my payment terminal connecting?

Check:

1. ✅ Terminal is powered on
2. ✅ Connected to internet (Wi-Fi or ethernet)
3. ✅ Praxi integration is enabled
4. ✅ Pairing code is correct
5. ✅ Terminal firmware is up to date

Medicare & Healthcare

How do I set up Medicare claiming?

1. Go to Settings → Billing → Medicare
2. Enter practice details (ABN, location)
3. Add practitioner provider numbers
4. Configure claiming method (online, Tyro EasyClaim)
5. Verify with test claim

What's required for Medicare integration?

Requirement	Where to Get
Provider numbers	Medicare/HICAPS
Location ID	Medicare
ABN	ABR
PRODA account	Services Australia

How does DVA integration work?

1. Register as DVA provider
2. Add DVA details in Settings → DVA Configuration
3. Enter client DVA file numbers
4. Submit claims via Praxi

Claims are submitted directly to DVA portal.

How do I configure NDIS?

1. Register as NDIS provider
2. Go to Settings → NDIS Settings
3. Enter provider registration number
4. Configure service types
5. Add client NDIS details

API Integration

Does Praxi have an API?

Yes. The Praxi API allows:

• Reading and writing client data
• Managing appointments
• Creating invoices
• Receiving webhooks

See Developer Portal for details.

How do I get API access?

1. Go to Settings → Integrations → API
2. Click Generate API Key
3. Copy and store securely
4. Use in API requests

API access requires Professional or Growth tier.

What webhooks are available?

Event	Trigger
appointment.created	New appointment
appointment.updated	Appointment changed
appointment.cancelled	Appointment cancelled
client.created	New client
invoice.created	Invoice generated
invoice.paid	Payment received

See Webhooks for setup.

Troubleshooting

"Connection expired" - what do I do?

1. Go to the integration settings
2. Click Re-authorise or Reconnect
3. Complete login process
4. Grant permissions again

Most integration connections need periodic renewal.

Sync errors appearing - how do I fix them?

1. Go to [Integration] → Sync Log
2. Find error entries
3. Click for details
4. Common fixes:
   • Account not mapped → Map accounts
   • Contact not found → Re-link client
   • Duplicate exists → Merge or link

Data not syncing - what should I check?

Check	How
Connection status	Settings → Integrations
Sync enabled	Integration settings → Auto-sync ON
Record status	Draft vs Issued (only issued syncs)
Error log	Integration → Sync Log

Can I disconnect an integration?

Yes. To disconnect:

1. Go to Settings → Integrations → [System]
2. Click Disconnect
3. Confirm

warning

Disconnecting doesn't delete data from either system. Links are preserved if you reconnect later.

Related

• Xero Sync
• MYOB Sync
• Sync Issues
• Medicare Setup
• Developer Portal

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