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Configuring Xero Practice Manager Job Linking
Configuring Xero Practice Manager Job Linking

Configuring Xero Practice Manager Job Linking

Aaron Wittman avatar
Written by Aaron Wittman
Updated today

Introduction:

This help guide is designed to assist users in configuring the Xero Practice Manager (XPM) Job Linking feature. The integration between XBert and XPM allows mapping XBert processes to XPM Job Tasks Templates. By setting up the correct mapping, XBert can automatically find the XPM job for the client and auto-link it. Configuring this feature will enable time entries to sync seamlessly with XPM, reducing manual work and improving efficiency when using the systems.

Xero Practice Manager Job Linking is a feature that allows for seamless integration between XBert and XPM. By configuring this feature, users can map XBert processes to XPM Job Tasks Templates, enabling automatic linking between the two platforms. This results in a streamlined workflow, as time entries can easily sync with XPM without requiring additional work.

NOTE: We cache XPM data for any related actions for up to 10 minutes. This means the area is quicker, but can have "stale" data. If any XPM Jobs are updated and not flowing through to XBert, users may have to wait up to 10 minutes.

Setting up the Integration between XBert and XPM

To set up the integration between XBert and XPM, follow these steps:

  1. Log in to your XBert account.

  2. Navigate to the 'Settings' menu, and click on 'Integrations.'

  3. Find the Xero Practice Manager integration, and click on 'Connect.'

  4. Enter your XPM credentials and click 'Allow Access' to authorize the integration.

  5. The integration is now set up. Proceed to map XBert processes to XPM Job Tasks Templates.

  6. Mapping XBert Processes to XPM Job Tasks Templates

To map XBert processes to XPM Job Tasks Templates, follow these steps:

  1. In XBert, navigate to the Settings menu, then Processes.

  2. In the 'Select XPM Task' dropdown, select the corresponding XPM Job Task Template you wish to map.

  3. Click 'Save' to complete the mapping process.

After configuring auto-linking, time entries in XBert will automatically sync with XPM. Users can easily view and manage time entries on both platforms, reducing manual work and improving overall efficiency.

Troubleshooting and Frequently Asked Questions

  • Q: I have configured auto-linking, but my time entries are not syncing with XPM. What should I do?

    A: Check the mapping between XBert processes and XPM Job Tasks Templates. Ensure that the correct templates are mapped and that the auto-link setting is enabled.

  • Q: Can I change the mapping between XBert processes and XPM Job?

    A: Yes, you can change this anytime and the system will detect the new mapping.

  • Q: I have finished auto-linking & mapping each XBert to a XPM Job but my time entries are not getting pushed to XPM. What should I do?

    A: Go to the task first before starting the timer. This will ensure that the time will automatically be pushed to XPM.

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