Frequently Asked Questions (FAQ)

1. What happens if the connection to XPM expires?

If the authorisation expires or access is revoked in XPM:

1. Navigate to Integrations → Xero Practice Manager in PM Hub.
2. Click Connect to Xero Practice Manager.
3. Log in to Xero with an authorised administrator account.
4. Grant access to the appropriate XPM organisation.

After successful authorisation:

• The connection status updates to Connected.
• The “Connected Since” timestamp refreshes.
• Integration settings remain unchanged unless manually modified.

Reconnection does not automatically synchronise any data. Users must manually trigger sync per client.

2. How do I disconnect the integration?

To disconnect PM Hub from XPM:

1. Navigate to Integrations → XPM Integration.
2. Click Disconnect.
3. Confirm the action.

After disconnection:

• Sync functionality is disabled.
• No further data can be pushed to XPM.
• Previously synchronised data remained in XPM.
• Activity logs remain available for reference.

Disconnecting does not delete or modify data already synced to XPM.

3. Does the integration support automatic synchronisation?

No.
Synchronisation is manual and initiated per client using the Sync button.
There is no automatic, scheduled, or background sync.

4. Does the integration support reverse synchronisation?

No.
Data flows in one direction only:
PM Hub → XPM
Changes made directly in XPM are not synchronised back to PM Hub.

5. Why are relationships not syncing?

Client-to-client associations will only sync if:

• Those relationship types correspond to valid relationship structures in XPM.
• The association type is correctly configured before sync.

If relationships are missing in XPM, review the Association Type configuration in PM Hub.

6. Are deletions in PM Hub reflected in XPM?

No.
Deleting or deactivating a record in PM Hub does not remove it from XPM. Any required removal must be performed directly in XPM.