About the Xero Practice Manager Integration
Add clients, entities and their contact information to your Partner portal from Xero Practice Manager in a few easy steps!
The new and improved integration with XPM allows you to create not only a client but also an entity as a client within the partner portal.
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 article : Third party access authorisation
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.