How to Use One Way Sync
Part 1: Go to App Connection
Step 1: Open App Connections
- Go to the Settings menu.
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- From there, navigate to App Connections.
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Step 2: Select Xero Practice Manager (XPM)
- Within App Connections, click on Xero Practice Manager (XPM).
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Part 2: Verify and Complete Configuration
Step 1: Go to Configuration
- After triggering the manual sync, navigate to the Configuration section to verify the status of your sync.
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Step 3: One Way Syncing
- Locate the One Way Syncing option.
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Step 4: Enable Auto-Sync
- Click on the option:
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- “Auto-sync from Synkli to XPM (Clients & Jobs)”.
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- This enables one-way syncing, where data flows from Synkli to XPM only.
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Step 5: Go to Configurations
- After enabling auto-sync, navigate to the Configuration section.
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Step 6: Open Configuration Section
- Inside the App Connections page, click on Configuration to view settings.
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Step 7: Review Sync Statusn
- Within Configuration, select the Synkli to XPM tab.
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- Here you can review the sync status and confirm that one-way syncing is working correctly.
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On this page
Frequently Asked Questions
The key difference lies in the direction of data flow:
Two-way sync: Data flows in both directions — from Xero Practice Manager (XPM) to Synkli and from Synkli back to XPM. This ensures both systems are always fully aligned.
One-way sync: Data flows in a single direction — from Synkli to XPM only. Updates made in Synkli will appear in XPM, but changes made in XPM will not flow back into Synkli.
