Xero
- How do I trigger a bulk import of clients/entities from Xero Practice Manager to the partner portal?
- What is the Xero Practice Manager (XPM) integration?
- How to set up your Xero Practice Manager (XPM) Integration
- How do I add a client or entity from Xero Practice Manager (XPM) to the partner portal?
- How do I connect/disconnect a client to their Xero Practice Manager (XPM) file within the partner portal?
- How do I import a client's details and relationships from Xero Practice Manager (XPM) to the portal?