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Overview

PM Hub integrates with Xero Practice Manager (XPM) to synchronise client data.

PM Hub acts as the single source of truth, and data flows in one direction only:

PM Hub → XPM

Integration Summary

  • One-way synchronisation
  • Manual sync (on demand per client)
  • One PM Hub organisation connects to one XPM organisation
  • No reverse sync
  • No deletion sync

 

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