Linking an XBert client to its Xero Practice Manager (XPM) client lets XBert link that client's tasks to XPM jobs, and send your team's time to the right place.
⚠️ Clients you create in XPM aren't added to XBert
XBert never creates clients from XPM. Add the client in XBert, then link it to its XPM client.
👉 Read more here: How To: Add Client Files
When XBert links clients automatically
When XBert syncs with XPM, it links a client by itself if:
the XBert client isn't linked to an XPM client yet, and
exactly one XPM client has the same name as the client's organisation name or legal name in its accounting software (Xero, for example). The names must match exactly, including spaces and punctuation.
If the names are different, or more than one XPM client has the same name, link the client yourself.
If you remove a link, XBert won't link that client automatically again.
Link a client yourself
Click the Settings icon (the gear icon) at the lower left of your screen.
Under Clients, click Connections.
Find the XBert client. You can use the search bar or filters.
In the XPM column, click the dash icon (Link to XPM Client).
Pick the XPM client from the list. You can search it by name.
Once linked, the dash turns into a tick. Hover over the tick to see which XPM client it's linked to. Click the link in the XPM Dashboard column to open the client in XPM.
You can link any XBert client, including workflow-only clients with no accounting software.
Check how many clients are linked
In Settings > Integrations, under Xero Practice Manager, you'll see how many of your XBert clients are linked to XPM, for example "35 / 40 XBert Clients linked to XPM".
👉 Read more here: Configuring Xero Practice Manager Job Linking
Need help?
If you have any questions, our support team is here to help!
Reach out via the chat widget on the bottom left of your XBert screen (Help), or email us at support@xbert.io