We've put together a guide to assist you with our XPM integration.
Xero Practice Manager
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What does the integration do?
Integration with Xero Practice Manager ("XPM") enables you to load XPM client details directly into an Acis online order, as well as create new XPM client records, client relationships, client groups and/or upload documents for completed Acis products.
Is the integration available for all Acis products?
XPM client records, client relationships and client groups may be created for new companies, trusts and SMSFs. All documents stored on the Acis portal are available for upload to XPM.
What data is sourced from the connected XPM account?
Only data relevant to Acis product orders is sourced from your XPM account.
Can we create XPM client records for previously ordered Acis products?
Yes. To avoid duplication of client records in XPM, we recommend inserting XPM client codes for each party prior to uploading to XPM.
Does the integration include the ability to upload documents to XPM?
Documents may be uploaded to any specified XPM client.
To make the initial connection:
Log in to XPM, then navigate to the Business/Settings/Add-ons page and click Generate Key to display the account key; Enter the Account Key under your XPM Profile in the INTEGRATIONS section of the Acis portal, then click CONNECT to activate your connection.
Connection may also be activated from within any online order by selecting the Integration
icon and then the XPM logo and CONNECT. lou Is my connection to XPM private?
While the XPM Account Key is unique to your firm, our XPM integration is per user, meaning your XPM connection is for your sole use.
How do I check my connection with XPM?
Select the Integration icon
any online order, or navigate to the INTEGRATION section of the Acis Portal to check the connecton status displayed under the XPM logo. lou Do I need to disconnect after each session?
Disconnection is optional as our integration is completely secure, meaning your XPM data is only available to you. Connections remain active until you disconnect.
What does the SYNC button do?
The SYNC button allows you to manually sync your XPM data to the Acis portal. This is beneficial when you have recently updated client records in XPM and wish to access those details immediately in an Acis order.
How long will syncing take and do I have to wait until it is finished?
Syncing depends on the number of client records in your XPM account. Once syncing has commenced, you may start your Acis order and the XPM clients will appear for selection once the syncing of each record is complete.
Are XPM custom fields that contain data included in a sync?
Please contact us to discuss your requirements.
No data from the XPM integration is showing?
Ensure the XPM integration is connected and recently synced.
Not all XPM client record details are being loaded into an Acis order?
XPM does not facilitate the following data: place of birth; meeting address; gender; share or unit structure other than total number of shares/units.
Why are there duplicate names to select from when adding an individual or company to an Acis order?
The list of names displayed is sourced from active integration connections and Acis records. To determine which name is most suited for loading into your order, position the cursor over the name to display further details.
Are we able to choose which client records are created in XPM?
Yes. By default all related parties (other than pre-existing XPM clients) are selected for XPM client creation, however you may unselect any or all of those previously selected.
What is the purpose of creating XPM client records for all parties associated to a product?
Creating client records and relationships in XPM provides better management of your client's business structures in XPM.
How are existing XPM clients identified?
Where an XPM client ID is not available, our integration cross references XPM client records using the following unique identifiers to avoid duplicate record creation:
Individuals - name and date of birth; Companies - name and ACN; Trusts/SMSFs - name and inspection of associated XPM client relationships. Is it mandatory to provide XPM Client Codes prior to uploading to XPM?
XPM client codes are not mandatory, however they are beneficial in identifying XPM clients where they have not previously been detected. New XPM client codes may also be added should you wish to include them in the XPM client record creation. We recommend the use of client codes within XPM as they are unique to each client record.
I'm getting an error message "invalid structure type" when creating client records from the integration dashboard?
Our integration relies on the utilisation of default structure types in XPM, and the creation of client records will create an error if those structure types have been removed from your account.
with any queries relating to Acis integration with Xero Practice Manager.
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The turnaround times are brilliant for us, and the range of documents and ability to customise them streamlines invoicing and reduces paperwork for our clients.
Warren Meiklejohn -
Associate Director, Nexia Brisbane
It only took a brief conversation with our client, and the check of a box, to order a trade mark search and then confidently provide advice about the best approach to protecting their brand and business. Straight forward and time efficient. A really valuable addition to the Acis ordering process, and a new revenue stream for MSI Taylor.
Matthew Harris -
Partner, MSI Taylor
For my team, it’s all about efficiency of process. If we need a company or other structure established quickly for a client, we can jump onto the Acis portal and order it for same day delivery.
Rob Sendall -
Director Business Services, Hall Chadwick QLD
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