OnboardMe + Xero Practice Manager

Keep XPM and OnboardMe in step. Clients, contacts and groups sync both ways, and accepted proposals become XPM jobs with the right template or tasks, and staff.

Australia · New Zealand · United Kingdom

What syncs

What moves between OnboardMe and Xero Practice Manager.

Clients ⇄ both ways

Clients, contacts, groups, tax numbers and custom fields kept in sync both ways. XPM staff are matched to your OnboardMe users.

Jobs → to Xero Practice Manager

Jobs created from the template or tasks, category, staff, dates and budget you choose on the proposal.

Invoices → to Xero Practice Manager

Recurring billing posts disbursements to the XPM job you pick, with or without an invoice.

Book a demo

How it works

How OnboardMe works with Xero Practice Manager.

Step 1
Connect Xero
Sign in with Xero and choose your organisation. OnboardMe pulls in your clients, groups, staff, current jobs, job templates, categories and custom fields.
Step 2
Set up the jobs
Turn on XPM jobs in a proposal and choose the template or tasks, staff and job reference.
Step 3
Client accepts
Once every signer has signed, or you mark the proposal accepted, the jobs are created in XPM automatically.
Step 4
Stay in sync
Changes to active clients are pushed straight away, and client changes in XPM are pulled back every hour.

Setup

Getting connected

Connect with your Xero login in a couple of clicks. No API keys to manage.

Choose how client names are ordered, and whether middle names appear in the display name.
Run a full sync, or just one part (clients, staff, groups, job templates, current jobs or custom fields), whenever you like.
Leads stay in OnboardMe until they become clients, so XPM only ever sees real clients.
Retry a job push from the proposal if something needs fixing in XPM first.
Pair it with the OnboardMe Assist browser extension to fill bank, Director ID and ID verification fields in XPM.