How do I import clients from Xero Practice Manager (XPM)?
Connect the XPM app and import clients and jobs instead of typing them manually.
Connect the XPM app from easyAML's Marketplace, then use Import to bring clients and jobs across instead of typing them manually.
- Open Apps > Marketplace > Xero Practice Manager (open directly) and click Install.
- Click Authorise - a window opens asking you to log in to XPM to confirm the connection.
- Use the Import menu items that appear to bring in clients/jobs; a job with multiple entities imports each entity for linking to a transaction.
Matters not appearing?
Check the app shows as Authorised (not just installed) and clear any list filters.
Further information: How to Connect XPM with easyAML