Xero Practice Manager Integration
Connecting to Xero Practice Manager
You can sync client records directly into The Gap if your organisation uses Xero Practice Manager. Attention Before you start: The staff member completing this setup must have the Connect third-party add-ons permission enabled in Xero Practice ...
Xero Practice Manager FAQs
Q: Q: I'm not able to authorise the connection when Xero asks for it. What's wrong? A: Your XPM staff permissions may not include "Connect third-party add-ons". In XPM, go to Settings > Staff > [your name] >Permissions> Advanced and make sure this is ...
Using your Xero Practice Manager integration
Syncing your client records from XPM Once connected to XPM, an automatic sync will occur twice daily. 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 ...