Getting Started

Prerequisites

• Active PM Hub subscription
• Active Xero Practice Manager subscription
• Administrator access to XPM

Connecting to XPM

1. Navigate to PM Hub Integrations page in PM Hub and select XPM Integration.
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2. Click Connect to Xero Practice Manager.
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3. Log in to Xero when prompted.
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4. Authorise access to your XPM organisation.
   

After successful authorisation, the integration status screen will display:

• Connected Since date and time
• Last Sync timestamp
• Connected By (authorising user)
• Connected To (XPM organisation name)
• Option to view the connected organisation in XPM

Users can then configure synchronisation preferences based on their requirements and save the settings.