Connect Xero Practice Manager (XPM) and Seamlss brings in your XPM clients, contacts, relationships, groups, job templates and custom fields. You can then push the details your clients give you in Seamlss back to XPM.
In Seamlss: Settings, the Integrations tab, then Configure on the Xero Practice Manager card.
Open Integrations
Connect XPM #
Open the XPM card
In Seamlss, go to Settings, then the Integrations tab. On the Xero Practice Manager card, click Configure.
Click Connect to XPM
Xero opens. Sign in with a Xero login that can see your practice in XPM.
Allow access
Xero asks whether Seamlss can connect to your practice. Allow it, and Xero sends you back to Seamlss.
Check the connection
The panel now says You are connected to Xero Practice Manager with your practice name.
Sync your data
Click Sync XPM Data to bring your XPM records into Seamlss. On a large practice this can take a while.
Sync options #
| Option | What it does |
|---|---|
| Auto-assign primary contact | If a client has no primary contact, Seamlss makes its first contact the primary. A client needs a primary contact before you can send it a request. |
| XPM Agent Name | The agent name given to clients synced with XPM. Leave it blank for none. |
| Capitalise Data Fields | Sends first name, last name, other names, town or suburb and country to XPM in capitals, so Smith becomes SMITH. |
| Custom Display Name format | Sets how names show in XPM. [LastName], [FirstName] [OtherNames] syncs as Smith, John A. |
Click Save Settings after changing an option. Once you’ve synced, the panel shows what came across by type. Re-sync pulls only the records changed in XPM since the last sync.
Push a client to XPM #
Each client record has a Push to XPM button at the top, beside the date it last synced. Push a client to XPM covers matching the client to the right XPM record.
Something not working? #
“There was a problem connecting to XPM.”
Open the XPM card, click Disconnect from XPM, then Connect to XPM and sign in again. The connection to Xero can lapse, and reconnecting renews it.
Reconnecting didn’t fix it
Click Clear connection at the bottom of the XPM panel. It removes the stored connection and its settings so you can start again. Connect, then set your sync options again. If the error comes back, contact support: it’s usually something we need to fix on our side, not your settings.
I changed a client in XPM and Seamlss still shows the old details
Click Re-sync in the XPM panel to bring in what changed since your last sync. When matching a record in the Data Centre, Refresh Matches from XPM checks XPM again for that client.
The sync says Completed with issues
The panel lists each issue by type. Click View Data Centre to see the records that need attention.
I can’t send a request to a client from XPM
It has no primary contact. Add one on the client record, or turn on Auto-assign primary contact in the XPM panel.
The TFN is partly hidden
Xero doesn’t send the full tax file number, so it arrives with part of it masked. Ask the client for it in a request if you need it.
Still stuck? Contact support and tell us what you see.
More XPM problems, jobs that won’t deploy, and what to do when XPM is down: XPM troubleshooting.
