Xero Practice Manager (XPM) Integration Guide
Help for all your XERO Practice Manager integration needs
This guide will provide step-by-step instructions for setting up the sync with Xero Practice Manager.
Table of contents
- Pre - integration requirements
- Connecting to XPM
- Logging in to WorkXFlow Planner with XPM
- Using WorkXFlow Planner with XPM
- Disconnecting and reconnecting to XPM
- FAQ
Integration Overview
The image below illustrates which objects sync and the direction of the synchronization.
