---
title: Push or Import Data to XPM
description: "[How to Sync Contacts and Entities to XPM from Seamlss](https://www.youtube.com/embed/t8XcOo_XSvw?feature=oembed&enablejsapi=1) Push or Import Data to XPM. Make sure your firm's Seamlss account is [connected to XPM](https://seamlss.com.au/help/connecting-xero-practice-manager-xpm-with-seamlss/). Find a client you want to import into XPM. ## Contacts vs Entities In…"
url: "https://seamlss.com.au/help/push-or-import-data-to-xpm/"
updated: "2026-09-13"
category: Client Records
---

# Push or Import Data to XPM

[How to Sync Contacts and Entities to XPM from Seamlss](https://www.youtube.com/embed/t8XcOo_XSvw?feature=oembed&enablejsapi=1)

Push or Import Data to XPM.

Make sure your firm's Seamlss account is [connected to XPM](https://seamlss.com.au/help/connecting-xero-practice-manager-xpm-with-seamlss/). Find a client you want to import into XPM.

## Contacts vs Entities

In Seamlss, a **Contact** is a person who is connected to one or more **Entities**. An Entity is the individual or company you onboard, invoice, or provide advice to.

One Contact can be linked to multiple Entities. For example, Clayton Wood (Contact) might hold a power of attorney for Mia Martin (Entity), while also being linked to his own individual Entity and a company Entity he controls.

**Push to XPM only works on an Entity, not on a Contact.** You sync each Entity to XPM individually from the Entity's details page.

## Find the Entity

Open the Entity you want to sync using either method below.

1. From the **Dashboard**, select the Entity from your client list.
2. Or use the **Search** function at the top of the page and search for the Entity by name.

Use the **Search** function at the top of the page to find the Contact

![](https://seamlss.com.au/wp-content/uploads/2022/06/image-22-1024x102.png)

## Push to XPM

1. On the Entity's details page, click the green **Push to XPM** button

![](https://seamlss.com.au/wp-content/uploads/2022/06/image-24-1024x318.png)

The system will search your XPM account for profiles that match the client's details on Seamlss.

![](https://seamlss.com.au/wp-content/uploads/2022/06/image-25-1024x481.png)

Select the correct client, or choose **This is a new**_______ (entity options will vary).

For a **new entity**, review the data displayed.

![](https://seamlss.com.au/wp-content/uploads/2022/06/image-26-1024x807.png)

Click the blue **Sync new client to XPM** button to send data to XPM as is.

If successfulyou will be notified and be able to click on the link to view the client's data in **XPM**or **Seamlss**.

If the sync failed it will not be pushed to XPM. This will happen when the client has not been fully onboarded.

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For an **existing entity**, review the details and decide if you want to push any data to, or pull any data from, XPM.

![](https://seamlss.com.au/wp-content/uploads/2022/06/image-17.png)

Click the blue **Sync and merge with XPM** button.

You can also click the red **Unsync** button to stop syncing with XPM.