Connecting Xero Practice Manager

Connect Annature with Xero Practice Manager effortlessly

 

To connect Xero Practice Manager, go to Settings and click Integrations.

Next, Click Connect under Xero Practice Manager.

You'll be redirected to your Xero Practice Manager account. Log in to your account if you aren't logged in already.


Finally, you will be prompted to allow Annature access to your Xero Practice Manager account. Simply click on Allow access to complete the connection.


Once connected, Xero Practice Manager will be added to the dashboard's left-hand menu.

Keep in mind: Integrations can only be set up/linked by the organisation owner.

Learn more about Annature roles here.