How to Connect Xero Practice Manager with Synkli
This guide provides a straightforward, step-by-step process for connecting Xero Practice Manager with Synkli, making it essential for users looking to streamline their accounting and practice management.
By following the outlined steps, users can easily sync their data between the two platforms, enhancing efficiency and organisation. Whether you're new to these tools or seeking to optimise your workflow, this guide simplifies the connection process, ensuring a seamless integration experience.
Part 1: Sign-in and Settings
Step 1: Login to Synkli
- Log in to your Synkli account using your email and password credentials.
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Step 2: Go to Settings
- Once you're logged in, the Synkli dashboard will appear. From the left-hand menu, click on “Settings” to proceed.
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Connect Synkli with XPM
Step 1: Open App Connections
- Inside the Settings menu, click on “App Connections” to begin linking XPM with Synkli.
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Step 2: Select and Connect XPM
- You will now see available integrations. Find XPM and click the “Connect” button.
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- At the bottom of the screen, click Connect again to initiate the integration process.
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Step 3: Sign in to Xero
- A Xero sign-in screen will appear. Enter your Xero login credentials.
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- You’ll receive a One-Time Password (OTP) at your registered email address.
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- Enter the OTP in the required field and confirm to continue.
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- Once your OTP is verified, you’ll be prompted to grant access. Click Allow Access to proceed.
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- After access is granted, the sync dashboard will appear.
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You can now choose to:
- Sync data from XPM to Synkli, or
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- Sync data from Synkli to XPM
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Assign a Job to Different / Multiple Team Members
- Once the sync is complete, click “Finish”.
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- Your Synkli account is now successfully connected to XPM.
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On this page
Frequently Asked Questions
Turning on the auto sync feature is simple and ensures your data stays up to date across both systems. To enable it:
Go to Settings → App Connections within Synkli.
Connect your Synkli account with Xero Practice Manager (XPM).
Once connected, open the Connected tab.
You’ll see toggle options that allow you to decide what you want to sync automatically. You can choose to:
- Automatically publish all Clients
- Automatically publish all Jobs
Once you switch on the toggles, Synkli will automatically begin syncing the selected items without needing any further manual input. This makes it easier to keep both systems aligned in real time.
