Connecting to Xero Practice Manager

Connecting to Xero Practice Manager



You can sync client records directly into The Gap if your organisation uses Xero Practice Manager. 
Alert
Attention
Before you start: The staff member completing this setup must have the Connect third-party add-ons permission enabled in Xero Practice Manager. To check: in XPM, go to Settings > Staff > [Staff member] >Permissions> Advanced and confirm "Connect third-party add-ons" is toggled on. Without this, you won't be able to authorise the connection when Xero prompts you.

To connect your Xero Practice Manager to The Gap to sync your Clients and Client Contacts:
  1. Navigate to the App Bar Menu > Org Settings.
  2. Click on the Integrations tab from the main menu.
  3. Click the Connect button on the Xero XPM tile.
  4. You will then be prompted to set up Multi-Factor Authentication. This is a security requirement and must be done to sync client information, including client contacts, from XPM to The Gap.
  5. You will then be redirected to the Xero login page. Enter your details to complete the login and follow the instructions.
  6. Click Allow Access to authorise the connection.
  7. After authorising the connection, you will be redirected back to The Gap’s Integrations page. The XPM tile should show a title of Connected, and a success bar will appear at the bottom of the page, confirming that all clients have been imported from XPM.
Notes

Note

  1. This is a one-way sync - XPM remains the source of truth. Client records can only be updated in Xero and will therefore be in 'view only' mode in The Gap
  2. Automatic syncs occur twice daily.
  3. Once XPM is connected to The Gap, all other connected users in your organisation will receive a notification the next time they log in, prompting them to set up Multifactor Authentication.
  4. Once you have successfully imported your clients via XPM, the Add clients button under the Clients area will now say Update Xero Clients.