Partner help centre

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  1. Wealth Portal
  2. Integrations
  3. Xero

Xero

  • 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 trigger a bulk import of clients/entities and their relationships from Xero Practice Manager 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?
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