Setup the Xero Practice Manager Integration

The XPM integration is free, and can be enabled regardless of the Oncord plan you are running. It's worth noting that in order to see maximum value from all features of the integration, you should consider enabling Oncord's Marketing features.

What Data is Synchronised?

Clients will sync two-way between Oncord and XPM. The Xero Practice Manager integration works by synchronising the following information:

From Oncord	From XPM
Contacts Updating a contact in Oncord will update the client in XPM. Deleting a contact within Oncord will not remove them from XPM.	Contacts Contacts within XPM are pulled into Oncord. Changes to a contact are reflected in Oncord. Deleting a contact within XPM will not remove them from Oncord. Archiving a contact within XPM will not remove them from Oncord.
Groups Oncord creates the XPM Clients and XPM Prospects groups for the corresponding records.

Note: Because deletions are not reflected in either system, you may need to delete entries in both systems.

When Does it Sync?

With automatic sync enabled, changes in Oncord normally queue a sync with XPM about two minutes later. Timing can vary, and a sync already queued for an earlier time is not delayed by later changes.

When there are no changes in Oncord, background sync checks XPM approximately every 12 hours. You can also start a sync manually from Settings > Apps.

Enable The Xero Practice Manager Integration

To enable the XPM integration:

Navigate to Dashboard > Settings.

Select the "Third Party Integrations" page.

Click the "Enable Integration" button in the Xero Practice Manager box.

Follow the steps to allow Oncord to access your Xero Practice Manager account.