Setting up your Xero Practice Manager Integration
Integration between SuiteFiles and Xero Practice Manager (XPM) is two-way. That is, XPM pulls file data back from SuiteFiles to display in their interface. SuiteFiles also pulls client information from XPM and uses this to pre-populate document and email templates.
Connecting XPM to SuiteFiles
- An administrator needs to log in to your XPM account
- Click Business, Settings, Document Management
- Click the Enable button by the Suite logo
- Enter your SuiteFiles URL and click the Login to SuiteFiles button
- Click the Trust It button
This connects SuiteFiles with XPM. Client records with a corresponding client folder in SuiteFiles named the same way will display the files stored in SuiteFiles through the documents tab in XPM.