The purpose of this integration to synchronise your client list in Xero Practice Manager with AccountKit and keep them in sync so you're not maintaining multiple client lists.
Jump straight to the applicable section:
Before you start...
Before you make a start, there are a couple things you need to do and note:
- The initial connection should be initially completed by a user with Administrator Access in XPM to ensure there are sufficient rights for AccountKit to write back to XPM.
Integration Limitations
We love all things Xero as much as the next person, but there are some limitations with the XPM API unfortunately which you need to be aware of so as to not be taken by surprise when something doesn't synchronise quite the way you would expect. In most instances a change in XPM will be picked by AccountKit and vice versa, but here's what we've come across so far.
Information that isn't picked up in XPM when changed in AccountKit,
Requires a manual update also to be completed in XPM.- Creating a new group with no one within the group won't flow through.
- Setting up new business types in AccountKit will not update XPM automatically. Either enter the structure type in both XPM and AccountKit with identical details or just do it in XPM and force a full re-sync.
- Changing a client status from "Prospect" to "Client" is NOT allowed through the API, requiring a manual update within XPM after making the change in AccountKit.
Client fields that have no equivalent in XPM;
At times we will add fields that have no corresponding equal in XPM - these obviously won't sync. For example:- Client description field where you're able to leave a short description as to what the role each entity plays within a family group client map.
How do you use it?
To connect to Xero Practice Manager:
- Go to Practice Settings under the user menu
- Select the "Integrations" tab.
- Press the connect button and enter your login username and password.
- Select the applicable XPM org and select ok.
- Note - if it redirects to an incorrect XPM page; Login to XPM separately first, then go back and attempt the re-connect with AccountKit.
- Once you've been returned back to AccountKit this first time, make sure to press the "Import All Clients" button to pull all client details across to AccountKit. Once synchronised you will be able to start using any and all of the tools with AccountKit associating any entries against the applicable clients.
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Import All Clients - Once you've synced the first time, you can use this button to force a check of all clients within XPM compared to AccountKit. Update Clients - This option just looks for any client data that has specifically been flagged as changed within XPM and just brings in those changes. |
To disconnect Xero Practice Manager:
- Go to Practice Settings under the user menu
- Select the "Integrations" tab.
- Press the "Disconnect Button" to disable the integration.
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No data is lost when you disconnect from XPM unless you then connect to a different XPM org at which point you'll likely end up with an odd mismatch of client data. Not recommended. |
XPM Sync Errors
On the very rare occasion a sync with Xero will fail. When it does, sometimes the messages aren't terribly useful, but we've identified those that we've come across so far. It's important that when there is a failure, make sure to manually log in to XPM and make the XPM change there also.
- 503 Service Unavailable: Back-end server is at capacity - This usually means that XPM is actually offline entirely; So you'll need to wait until it's online again before updating any changes.
- Others to come.
Related Links
| Practice Settings - Integrations | Head to practice settings for the steps to enable this integration. |
| Shared Elements (Eg. Action Menu) | Check out this link for various elements shared throughout the various toolsets. |
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