First – Set up the integration connection between 2Shakes and XPM.
Then – After each sign up or AML use you can upload to XPM with the click of a button.
In 2Shakes select Authorities from the dropdown menu under Business Profile in the top navigation bar. Scroll down to the Xero Practice Manager & Workflow Max section and select Get authorised.
You will then be redirected to Xero to enter your username and password. You then need to click on Allow access to set up the integration connection.
After you have set up the authorisation for XPM you will be able to click on the Upload to Practice Manager button on the client management screen. Selecting this button lets you specify if the XPM upload will assign the client to staff or groups.
After the upload, the message ‘Successfully uploaded to XPM’ will display and the management screen will show the message Successfully loaded to XPM.
Your new client record will now have been created in XPM along with contacts. If a signed agreement was created in 2Shakes this PDF will automatically be uploaded as a document in XPM against the new client. The client will be assigned any Partners, a Managers or Groups you selected.
Opening the Client Details section at the bottom of the Management screen will provide a link to Open the client, taking you to the record in XPM.
Once authorised, the Upload to Practice Manager button appears for AML only or for sign up agreements in the status of signed. For sign up agreements in the status of draft or pending the Practice Manager button will not show yet, as the client is not yet a customer.
To prevent duplicates client records being created, the XPM upload will not create a client record when there is already a client in XPM with the same IR number.
If you get an Account Data error “You don’t have access to connect any Xero Practice Manager accounts”, then you do not have the API setting in XPM.
You can ask a colleague with the setting to try, or carry out the following steps in XPM:
After doing this you should be able to go back into 2Shakes and authorise the API.