About the Xero Practice Manager Integration
Add clients, entities, their contact information and relationships to your Partner portal from Xero Practice Manager in a few easy steps!
Permissions
The integration between XPM and your partner portal occurs at the user level, not the firm level.
This means only client/entity data you have sufficient permissions for in XPM will be imported when you enable the connection.
Enabling the integration in Xero Practice Manager:
- You must confirm that within Xero Practice Manager, third party full access is authorised. This will ensure the successful integration with myprosperity.
For information on how to, please visit the Xero Practice Manager Support for assistance.
- It is a requirement of this integration that Multi-Factor Authentication(MFA) is enabled in your Partner Portal for both staff and clients. Ensure you have enabled MFA for your firm by following these steps.
What data can be shared via the Integration?
The integration between XPM and your partner portal allows you to import an individual or an entity as a client, and this is now done on a 1:1 basis.
Data that can be imported for a Client: Client name, email, phone number, date of birth, address, gender and relationships.
Data that can be imported for an Entity: Entity name, type and relationships.
Enabling and using the integration:
Step 1: If you have not already, you must enable MFA for staff and clients firm wide.
This is a requirement for XPM third party integrations. To mandate MFA for Staff and Clients see: How do I enable MFA for my firm
Step 2: Once MFA has been enabled for your firm, connect your Xero Practice Manager account to the portal via the dedicated integration page.
For further instructions see How to setup your Xero Practice Manager integration
Step 3: If a connection has already been established, the Client list or the search bar will be where you will import a client/entity and their data.