Cliniko + Microsoft 365

Stop Copying Data Between Cliniko and Microsoft 365 - Automate It

Tired of copying data between Cliniko and Microsoft 365 by hand? Our Harvard-educated automation team builds a custom integration that syncs your data in real time - set up in 2 weeks.

8+ hours/week

Saved weekly

2 weeks

Setup time

Cliniko fields

One-way

Sync direction

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Why Connect Cliniko to Microsoft 365?

Reporting across Cliniko and Microsoft 365 requires painful manual exports and spreadsheet merges

Cliniko limitations compound the integration challenge: marketing and patient recall features are limited, often requiring integration with Mailchimp or similar for targeted campaigns

Patients in Cliniko and contacts in Microsoft 365 drift out of sync, leading to outdated details on invoices, emails, and reports

No single source of truth when contacts live in two disconnected tools, so staff second-guess which system has the correct information

Manually copying data between Cliniko and Microsoft 365 wastes hours every week that could be spent on revenue-generating work

New team members take longer to onboard because they must learn manual workarounds to keep Cliniko and Microsoft 365 aligned

Patient appointment data in Cliniko and billing records in Microsoft 365 require double entry, risking compliance issues

How We Help

Based in Gippsland, Victoria, Clever Ops understands the tools Australian Healthcare & Allied Health and Professional Services businesses depend on. We connect Cliniko to Microsoft 365 with purpose-built integrations that handle patients and appointments sync reliably at scale. On the technical side, Cliniko uses a REST API with API key authentication, which our team handles as part of the build.

Built-In Error Handling and Alerts

Our integrations include automatic retries, error queuing, and real-time notifications. If something fails between Cliniko and Microsoft 365, your team knows immediately and the system self-recovers where possible.

Eliminate Manual Data Entry

Stop copying contacts between Cliniko and Microsoft 365 by hand. Our integration syncs data automatically, saving your team 8+ hours/week.

Unified Patients Across Both Platforms

Patients in Cliniko and contacts in Microsoft 365 stay perfectly aligned. Every update, whether it is a new phone number, email change, or company association, is reflected in both systems within seconds.

Compliance-Ready Data Sync

Patient and appointment data flowing between Cliniko and Microsoft 365 is handled with privacy-first design, supporting your compliance obligations.

Cliniko to Microsoft 365 Use Cases

Automated error handling and retry for Cliniko/Microsoft 365 sync

When a sync between Cliniko and Microsoft 365 fails due to a rate limit, network issue, or validation error, the integration retries automatically with exponential backoff. Your team is alerted only when intervention is genuinely needed.

Sync Cliniko patients to Microsoft 365 contacts

When a patient is created or updated in Cliniko, the corresponding contact record in Microsoft 365 is automatically created or updated. Contact details, company associations, and custom fields are all mapped.

Data Mapping

How data flows between Cliniko and Microsoft 365

Cliniko	→	Microsoft 365	Notes
Cliniko Patients -> id	→	Microsoft 365 Contacts -> id	Unique identifier stored as cross-reference for record linking
Cliniko Patients -> first_name	→	Microsoft 365 Contacts -> first_name	Contact identity fields synchronised to maintain consistency
Cliniko Patients -> last_name	→	Microsoft 365 Contacts -> last_name	Contact identity fields synchronised to maintain consistency
Cliniko Patients -> email	→	Microsoft 365 Contacts -> email	Primary matching key for identifying existing records across both platforms
Cliniko Record IDs	→	Microsoft 365 External References	Cross-reference identifiers stored on both records for bidirectional lookups and deduplication
Cliniko Timestamps	→	Microsoft 365 Audit Log	Created and modified timestamps preserved for sync conflict resolution and compliance
Cliniko Owner/Assignee	→	Microsoft 365 Owner/Assignee	Record ownership mapped between platforms using email address as the matching key
Cliniko Appointments	→	Microsoft 365 Custom Fields	Appointments data from Cliniko stored in Microsoft 365 custom fields for reference
Cliniko Treatments	→	Microsoft 365 Custom Fields	Treatments data from Cliniko stored in Microsoft 365 custom fields for reference
Cliniko Invoices	→	Microsoft 365 Custom Fields	Invoices data from Cliniko stored in Microsoft 365 custom fields for reference

Cliniko + Microsoft 365 Integration FAQ

Absolutely. Custom field mapping is a core part of every integration we build. Whether it is custom properties in Cliniko or user-defined fields in Microsoft 365, we map them precisely to your requirements. We can also transform data formats, apply business rules, and handle conditional mappings.

Absolutely. We design integrations with growth in mind, whether you are syncing 100 records or 100,000. Our architecture handles rate limiting (Cliniko's API allows 200 requests per minute), pagination, and queuing to ensure reliable performance at any scale.

Yes. Cliniko supports webhooks for instant event notifications. Changes in Cliniko are reflected in Microsoft 365 within seconds. For high-volume scenarios, we implement queuing to handle peak loads without data loss.

Our integrations include retry logic and error queuing. If Microsoft 365 is temporarily down, changes are queued and replayed once the system recovers. You will receive alerts for any sync failures that need attention. No data is lost during outages.

Yes. We routinely build conditional logic, field transformations, data enrichment, and approval workflows into integrations. For example, only sync contacts that meet certain criteria, or transform data formats before writing to Microsoft 365. Your business rules drive the integration design.

By default, we configure Cliniko to Microsoft 365 as a one-way sync, but bi-directional sync is possible if your workflow requires it. We will assess the best approach during the discovery session.

Yes. We have built integrations for Healthcare & Allied Health businesses that rely on both Cliniko and Microsoft 365. The integration is customised to your industry-specific workflows, data structures, and compliance requirements. Book Free Assessment to discuss your specific needs.