Cliniko + Tradify

Cliniko to Tradify Integration - Built by Harvard-educated Experts

With 12+ of integration experience and 98% client retention, Clever Ops builds Cliniko to Tradify integrations that mid-market Australian businesses can depend on.

8+ hours/week

Saved weekly

Cliniko fields

50+

Clients served

One-way

Sync direction

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Why Connect Cliniko to Tradify?

Invoice and payment data is re-entered between Cliniko and Tradify manually, doubling the work and risking GST errors at month-end

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

Tradify adds complexity: integrations are narrower than ServiceM8, with fewer connections to CRM, marketing, and productivity tools

Reporting across Cliniko and Tradify requires painful manual exports and spreadsheet merges

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

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

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

Patients in Cliniko and clients in Tradify drift out of sync, leading to outdated details on invoices, emails, and reports

How We Help

For Healthcare & Allied Health and Trades & Construction businesses across Australia, the disconnect between Cliniko and Tradify is a daily frustration. Our custom integration bridges your industry tools and industry tools systems, ensuring contacts and invoices flow seamlessly without manual intervention. On the technical side, Cliniko uses a REST API with API key authentication, and Tradify authenticates via API key, which our team handles as part of the build.

Faster Invoicing, Fewer Errors

Invoices flow between Cliniko and Tradify automatically with correct line items, GST rates, and payment terms. Month-end closes become predictable, and reconciliation discrepancies disappear.

Unlock Tradify Value

Tradify stands out because built specifically for trade businesses in Australia and New Zealand with workflows that match how tradies quote, schedule, and invoice. Integrating it with Cliniko means your team gets this benefit with complete, accurate data flowing in automatically.

Custom-Built for Your Workflow

Unlike generic connectors, we build integrations tailored to how your business actually uses Cliniko and Tradify. Custom field mappings, business rules, and error handling included.

Built-In Error Handling and Alerts

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

Cliniko to Tradify Use Cases

Automated error handling and retry for Cliniko/Tradify sync

When a sync between Cliniko and Tradify 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.

Scheduled reconciliation between Cliniko and Tradify

A daily or weekly reconciliation job compares records across both platforms, flags discrepancies, and generates a mismatch report. Catches sync gaps before they become accounting headaches.

Sync Cliniko patients to Tradify clients

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

Data Mapping

How data flows between Cliniko and Tradify

Cliniko	→	Tradify	Notes
Cliniko Patients -> id	→	Tradify Clients -> id	Unique identifier stored as cross-reference for record linking
Cliniko Patients -> first_name	→	Tradify Clients -> name	Contact identity fields synchronised to maintain consistency
Cliniko Patients -> email	→	Tradify Clients -> email	Primary matching key for identifying existing records across both platforms
Cliniko Patients -> address	→	Tradify Clients -> address	Address components mapped between single-field and multi-field formats
Cliniko Invoices -> id	→	Tradify Invoices -> id	Unique identifier stored as cross-reference for record linking
Cliniko Invoices -> status	→	Tradify Invoices -> status	Status values mapped between each platform terminology
Cliniko Invoices -> date	→	Tradify Invoices -> date	Date fields converted with timezone handling for Australian Eastern Time
Cliniko Record IDs	→	Tradify External References	Cross-reference identifiers stored on both records for bidirectional lookups and deduplication
Cliniko Timestamps	→	Tradify Audit Log	Created and modified timestamps preserved for sync conflict resolution and compliance
Cliniko Owner/Assignee	→	Tradify Owner/Assignee	Record ownership mapped between platforms using email address as the matching key

Cliniko + Tradify Integration FAQ

Yes. Clever Ops has helped Trades & Construction businesses connect Cliniko to Tradify as part of their automation strategy. Each industry has unique data flows and compliance needs, and we tailor the integration accordingly. Based in Gippsland, Victoria, we understand the Australian market deeply.

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

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.

By default, we configure Cliniko to Tradify 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.

Our integrations include retry logic and error queuing. If Tradify 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 Tradify. Your business rules drive the integration design.

Yes. All data is transferred over encrypted connections (TLS/SSL). We follow least-privilege API access, never store credentials in plain text, and log all sync activity for audit purposes. For Australian businesses with compliance requirements, we can implement additional safeguards.