How to import client profiles from Xero Practice Manager (XPM)

Importing clients from XPM

See our article here to get set up: XPM Add-on

This integration can then be used to import profiles from XPM into Connectworks for:

Important information about importing Companies

Do not import Companies from XPM into Connectworks, your just creating additional work for yourself. This will result in work such as:

  • Assigning the Director(s)

  • Uploading the Documents

  • Manually creating the Interest Registers

  • Creating the share register

Company clients

Not recommended - see above - including all the individuals and other associations the XPM profile contains (eg. Directors, Shareholders, Trusts/Companies as Shareholders). The link below will give you the correct guidance for setting up Companies and linking to XPM.

Trust clients

Including all the individuals and other associations, the XPM profile contains (eg. Trustees, Beneficiaries, Corporate Trustee Companies)

Individual clients