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 Only users with admin permissions can manage your Xero connection. To connect your Xero Practice Manager to The Gap to sync your Clients and ...
Xero Practice Manager FAQs
Q: A banner saying "You have been disconnected from XPM" has appeared at the top of my page. Why am I seeing this? A: This banner can appear in three circumstances: A team member has disconnected your Xero Practice Manager account in The Gap Org ...
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 ...