We’ve put together a guide to assist you with our XPM integration.

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FAQ’s

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.

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.

Only data relevant to Acis product orders is sourced from your XPM account.

Yes. To avoid duplication of client records in XPM, we recommend inserting XPM client codes for each party prior to uploading to XPM.

Documents may be uploaded to any specified XPM client.

Select the XPM logo in the INTEGRATIONS section of the Acis portal, then click CONNECT to initiate the login to your XPM account via the Xero login screen. Connection may also be activated from within any online order by selecting the Integration icon and then the XPM logo and CONNECT.

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.

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.

Select the Integration icon within any online order, or navigate to the INTEGRATION section of the Acis Portal to check the connection status displayed under the XPM logo.

Disconnection is optional as our integration is completely secure, meaning your XPM data is only available to you. Connections remain active until you disconnect.

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.

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.

Please contact us to discuss your requirements.

Ensure the XPM integration is connected and recently synced.

XPM does not facilitate the following data: place of birth; meeting address; gender; share or unit structure other than total number of shares/units.

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.

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.

Creating client records and relationships in XPM provides better management of your client’s business structures in XPM.

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.

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.

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.