---
title: Deploy Jobs to XPM
description: "This guide explains how to create and deploy jobs directly to Xero Practice Manager (XPM) from Seamlss workflows. ## Prerequisites Before you can deploy jobs to XPM, ensure: 1. **XPM Integration is Connected** - Go to **Settings > Integrations** in…"
url: "https://seamlss.com.au/help/deploy-jobs/"
updated: "2026-09-13"
category: Job Manager
---

# Deploy Jobs to XPM

This guide explains how to create and deploy jobs directly to Xero Practice Manager (XPM) from Seamlss workflows.

## Prerequisites

Before you can deploy jobs to XPM, ensure:

1. **XPM Integration is Connected**
   - Go to **Settings > Integrations** in Seamlss
   - Connect your XPM account if not already connected
   - Verify the connection shows as “Active”
   - Verify that you have at least one Job Template

![](https://seamlss.com.au/wp-content/uploads/2025/09/image-6-1024x400.png)

1. **User Permissions in XPM**
   - Users need appropriate job permissions in XPM
   - Required permissions include:
     - Access to all practice jobs (or relevant subset)
     - Manage jobs permission (Edit, Create, Delete)
   - Check permissions in XPM: **Staff > Permissions > Jobs**
2. **Job Templates Configured**
   - Ensure your XPM job templates are set up and accessible
   - Templates will appear in the dropdown when creating jobs

## Where You Can Deploy Jobs

You can deploy XPM jobs from three key areas in Seamlss:

### 1. Client Requests

When processing a client request for additional work (see below +Client Request)

![](https://seamlss.com.au/wp-content/uploads/2025/09/image-7.png)

### 2. Re-engagement Campaigns

When clients confirm their continuing service

### 3. Client Onboarding

When setting up new clients, just click +Add Client. Sync the basic client details to XPM and start deploying jobs.

## How to Deploy Jobs

### Step 1: Access Job Deployment

1. Navigate to the relevant workflow (request, re-engagement, or onboarding)
2. Look for the **“Job Options”** section
3. Select **“XPM”** as your deployment option

### Step 2: Set Client Entities

![](https://seamlss.com.au/wp-content/uploads/2025/09/jobs-client-setup-1024x595.png)

A list of relevant clients will display, showing if they are “XPM Ready”: have been connected to XPM already.

If not, press the “**Match or Create in XPM**” button to either find an existing client in XPM to match to or add as a new client.

Once all the clients that you wish to deploy a job for are ready, continue to Job Details.

### Step 3: Set Job Details

Click **“Set Job Details”** to open the job configuration panel.

For each client, configure:

1. **Deploy Toggle**: Turn on (blue) to create a job for this client
2. **Job Template** (Required)
   - Select from your available XPM job templates
     - If you don’t see any templates, go back to Settings > Integrations: XPM to sync Job Templates.
   - Templates include: Tax Returns, Annual Accounts, BAS, Consulting, etc.
3. **Job Name** (Required)
   - Edit to customise (e.g., “2025 ITR”, “Q1 BAS”)
4. **Budget** ($)
   - Enter the job budget amount
   - Leave blank to use XPM template defaults
5. **Category**
   - Select from: Compliance, Consulting, or Internal
   - Helps with job organisation and reporting
6. **Start Date**
   - Defaults to today’s date
   - Click calendar icon to select different date
7. **Due Date**
   - Defaults to 60 days from today
   - Adjust based on actual deadline

### Step 4: Add Multiple Jobs (Optional)

To create multiple jobs for the same client:

1. Click **“+ Add Job”** button
2. Configure the additional job details
3. Repeat as needed

To create jobs for additional clients:

1. Click **“Add another job for a client entity”**
2. Select the client from dropdown
3. Configure their job details

### Step 5: Choose Deployment Timing

Select when jobs should be created in XPM:

- **Now**: Deploy jobs immediately when request is sent
  - Best for: Urgent work, immediate capacity
- **Completion**: Deploy jobs when request is marked complete
  - Best for: Batch processing, controlled workflow timing

### Step 6: Save and Deploy

1. Click **“Save”** to confirm your job configurations
2. Jobs will be created in XPM based on your timing selection
3. You’ll see a confirmation message when successful

### Troubleshooting Failed Deployments

If a job fails to deploy:

1. **Check Permissions**
   - Verify user has correct XPM permissions
   - Ensure access to selected job template
2. **Validate Required Fields**
   - Job Template and Name are mandatory
   - Ensure client exists in XPM
3. **Connection Issues**
   - Go to Settings > Integrations
   - Re-authenticate XPM connection if needed

## Common Use Cases

### Annual Re-engagement Campaign

1. Set up re-engagement workflow
2. As clients confirm, add their standard jobs for the year
3. Use “Completion” deployment to control timing
4. Batch deploy when ready

### New Client Onboarding

1. After engagement letter signing
2. Create initial setup jobs (Xero setup, first BAS, etc.)
3. Use “Now” deployment for immediate action
4. Team can start work right away

## Best Practices

✅ **DO:**

- Test with a single job first
- Use consistent naming conventions
- Set realistic due dates
- Review job templates regularly
- Train team on permission requirements

❌ **DON’T:**

- Create duplicate jobs (check XPM first)
- Skip budget amounts if billing by job
- Use “Now” deployment for future-dated work
- Forget to update job templates in XPM

---

*Last updated: September 2025*