Set-up for trust management (workflow)

How would you like to set up your Trusts?

Before setting up trusts, you must first load any corporate trustee companies so they are available to be correctly linked to their associated trusts.

Learn more here:
Setting up Companies

Importing trusts from XPM

If you already store trust data in XPM and it is up to date and well-maintained, you can import it into Connectworks.

Step 1: Connect the integration

See: Connecting and Reauthorising the Xero Practice Manager (XPM) Add-on

Step 2: Import and Complete the trust profile

See: Importing a Trust from Xero Practice Manager

Bulk importing trust data

If you would prefer to bulk import trust data:

1. Review our support article:
   Bulk Importing Data

2. Complete the import template with as much detail as possible.

3. Return the completed template to support.

4. Connectworks will advise you once the import is complete.

Billing information for bulk imports

All imported trusts are typically loaded on our Guest plan. This will allow you to activate them when your team is ready to begin work on the trust, triggering the subscription. 

Once activated:

• Subscriptions are invoiced in the month.

• Guest plans remain free until they are upgraded to an active subscription.

See more here:
Subscription Plans and Pricing

Don’t want to import your trusts?

If you prefer to set up trusts manually, see our support article:
Trust set up (individual trust - start to finish)