Hi, Need help? You're in the right place.
In the top right-hand corner of your portal click on your name and then on “App Connect.”
On the App Connect page, click on “Connect” next to the Xero Icon.
You will be redirected to login with Xero automatically.
Login to your Xero account.
Enter your Authentication Code and tick “Trust this device.”
Click “Allow access.”
If you have successfully connected the following screen will be displayed and you can click “Return to form.”
The App Connect Screen will now provide two options “Sync Clients” and “Revoke Access”confirming the connection. Click “Sync Clients.”
The following screen will show while the data is syncing.
The following screen will confirm that the sync was successful.
In the top right-hand corner of your portal click on your name and then on “App Connect.”
On the App Connect page click “Revoke Access.”
A warning will appear, click “Yes”
A notice of disconnection will appear.
The App Connect page will now show the “Connect” option next to the Xero icon.
Once you have connected and used the “Sync Clients” function you will be able to see XPM records in the dropdown list once you have typed the first three letters of the client record. Select the record next to the Xero icon.
Note: “Recently Used” will show data
previously typed into the document ordering platform. To ensure the
relationship record is updated its best to always use the record pulled
from XPM if you will also be pushing the structure into XPM at the
completion of the order.
The XPM record will be pulled into the order form. Click “Add Officeholder.”
Note:
Data such as TFN’s and Director ID’s will need to be entered manually
for security reasons. Additionally, XPM does not record some items such
as the City, State or Country of Birth by default, so this information
will need to be entered manually when ordering a company.
The Officeholder will be added when shown as per below.
On the “Complete“ tab click the option next to the XPM icon and then click “Next.”
You will be asked which records you wish to push to XPM. Check the box next to the appropriate records then click “Save.”
Note:
The Settlor will typically be the accountant or financial planner but
if you do want to create that person as a client in XPM you will need to
complete their date of birth in the order form.
You will then see a confirmation message. Click “Close” and then “Next”
Select the order from My Cart and then click “Checkout” and complete the payment process.
Your order has now been completed and you will receive an email confirming the entity has been established in XPM.
XPM
will now show the new entity record and update the relationships where
the individual has been populated from the XPM integration or if the
details entered in the order form match exactly to those recorded in
XPM.
You will also receive an email like below if the Xero Practice Manager push succeeded.
Search for and click on your order via My Orders.
Click on the Details icon.
Click “Push to Xero PM.”
You will be asked which records you wish to push to XPM. Check the box next to the appropriate records then click “Save.”
Note:
The Settlor will typically be the accountant or financial planner but
if you do want to create that person as a client in XPM you will need to
complete their date of birth in the order form.
A prompt will inform you that the push process has started. The same prompt will refresh when the process is done.
You will also receive confirmation via email that the entity has been established in XPM.
