Connectworks provide the ability to integration with other practice management systems.
Presently we integrate with Xero Practice Manager and Actionstep.
NOTE: You need to have Firm Administrator access within Connectworks to have access to Settings and Add-ons. This access needs to be enabled initially by Connectworks, or later by your assigned firm administrator/s.
Xero Practice Manager set-up
Before you begin to add Xero Practice Manager into Connectworks ensure that you have logged into XPM (NB. Ensure pop-ups are not blocked in your browser).
1. Once you have logged into Xero Practice Manager, log into Connectworks and navigate to your firm admin tab.
2. Select Add-ons from the top menu.
3. Click Add add-on and select Xero Practice Manager from the drop down list, click Create.
NOTE: When you trying to get the add-on to connect and getting the circle spinning only, complete a "hard refresh" to clear the cache and other settings by holding down Ctrl and click the *Reload* button or by holding down Ctrl and press F5.
A window will pop-up to authorise access, select the account to allow Connectworks to access your data.
Once you have successfully added Xero Practice Manager into Connectworks we recommend you log out and then log back into Connectworks. This ensures the option for importing a trust option is available in Connectworks.
Once you've connected the integration you'll be able to import trust profiles directly into Connectworks. See our article Importing trusts from XPM, Workflowmax or Actionstep