Xero Practice Manager (XPM) is accounting practice management software that streamlines your workflows and boosts efficiency.
Xero Practice Manager Contact Data Sync will connect your FuseSign account to your XPM Account enabling your client data to flow into FuseSign as a read only record.
The integration does not write back any data in XPM - it is a read only from XPM into FuseSign.
Connecting XPM Contact Data Sync
Only users delegated as a FuseSign Champion role can connect XPM Contact Data Sync.
Step 1: Select Settings on the side navigation bar accessible from any screen in FuseSign.
Step 2: Select “Connect” in the Xero Practice Manager box.
Step 3: Your organisation must have MFA or SSO enabled to connect to XPM. If this is not the case, you will be redirected to the security page to configure this setting. You must be a User and License Administrator in order to enable this security setting for your organisation. If you are unable to do this, please contact your internal administrator or contact email@example.com.
Step 4: You will be presented with the Xero authentication page. Please login to proceed.
Step 5: Once you login, you will be prompted to select your XPM business connected to your Xero login account. If you do not have an XPM account connected or you do not have permission to connect to third party integrations, the Xero connection screen will display an error.
Step 6: Once you login, FuseSign will connect and retrieve all of the contacts from your XPM database and populate these into your FuseSign Contacts list. A summary will be shown on the FuseSign page.
The Contact Sync feature will resync your data every 2 hours (as long as your login and connection to XPM is not revoked). This will import new contacts created and update the details of any contacts updated within XPM.
You can manually resync this connection every 5 minutes by pressing the "Resync Now" button on the Contacts Data Sync settings page.
You can disconnect from Xero at any time by selecting Disconnect on the Data Sync page.
For a contact to be populated into FuseSign, it must have a full name, a valid email address, and a valid mobile number, or no (blank) mobile number.
You can retrieve a CSV file summarising any records which were not able to be imported by selecting “Download Sync Summary”.
FuseSign looks through each client record in XPM. If that client record has at least one contact assigned with a valid email address, we will pull in that contact including name, email and mobile number from that contact record (we pull in multiple contacts if they exist).
If the client has no contacts assigned, or those assigned contacts do not have a valid email address, we pull in the client details from the main tab - name, email, and phone number.
> Mobile Number Format
Local Mobile Numbers: Local mobile numbers do not need to include the full country calling code. FuseSign will utilise the default country code in your FuseSign business settings.
International Mobile Numbers: International mobile numbers should be formatted in XPM as the full international phone number including the country calling code. If not then FuseSign will add the default country code and result in invalid mobile numbers.
Extra Characters: There is a common practice to include extra notes at the end of an email or mobile record to identify the owner of the mobile number on file - for example “0411 111 111 (Leanne)”. FuseSign is unable to process any phone numbers or emails that contain extra characters that render them invalid. Refer to the Missing Contacts section above to retrieve a file summarising any records which were not able to be imported due to invalid values.
If you have any questions, please contact our support team on firstname.lastname@example.org