XERO PRACTICE MANAGER INTEGRATION (WorkflowMax / XPM)
- Connecting the XPM Add-on (Xero Practice Manager / WorkflowMax)
- How to import client profiles from XPM / Xero Practice Manager / WorkflowMax
- How to connect existing clients in Connectworks to XPM (Xero Practice Manager / WorkflowMax)
- How to sync information between Connectworks & XPM (Xero Practice Manager / WorkflowMax)
- How to complete a trust profile after XPM import
- How to complete a company profile after XPM import