Information we sync to Xero Practice Manager

Details of data synchronisation between Annature and Xero Practice Manager

You can import your Xero Practice Manager clients to your Annature address book by going to Settings > Integrations > Xero > Import Data > Continue.

Clients imported from Xero Practice Manager will be shared with all accounts in your organisation.

Once your clients are imported, Annature will automatically check Xero Practice Manager for new and updated entries every hour, and will automatically sync them to your Annature address book.

Although Annature pulls your Xero Practice Manager clients into your address book, we recommend using the Xero Practice Manager integration page instead to view your clients and create envelopes and identity verification for them.