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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.
