Connecting Xero Practice Manager

Prefer watch a video? Here was a step by step guide on how to connect XPM with Annature. A written guide can also be found below.

 

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.