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      XPM (Xero Practice Manager)

      This article explains how the XPM integration works in VXT, including how to connect and disconnect it, as well as other relevant issues.

      In this article, we’ll cover:

      How to connect the XPM integration to VXT

      1. Go to Settings.
      2. Find the ‘Integrations’ tab.
      3. Search ‘Xero Practice Manager’.
      4. Sign in with your XPM username and password.

      You'll be automatically redirected to the VXT app, and a 'Connected' label will appear on the XPM tab to indicate that the connection was successfully established. VXT will then download your contacts from XPM and sync them.

      Connecting XPM integration requires logging in to VXT using Google, Apple, or Microsoft only

      As a security requirement from Xero, users with email/password login in their VXT account won’t be able to connect to the XPM integration. To help you with this, please follow the steps below.

      1. Add any SSO to your VXT account.
        1. Open app.vxt.co.nz in your browser.
        2. Go to Settings.
        3. Select Accounts.
        4. Proceed to Actions.
        5. Click Advanced.
          • Choose Google, Apple, or Microsoft for Single Sign-On, and log in using your existing account with that service.
      2. Contact Support at info@vxt.co.nz to request the removal of your email/password login.

      How to disconnect XPM

      1. Go to Settings.
      2. Select Integrations.
      3. Locate the XPM tab (Edit settings).
      4. Click the Other tab and tap ‘Disconnect.’
      5. Hit disconnect once again when a prompt window appears.

      Using the job search

      Currently, XPM does not allow integration partners like VXT to search all XPM jobs by name. As a workaround, the integration pre-loads all jobs assigned to clients involved in the call, as well as all jobs assigned to the staff member.

      If you don't see the job in the list, please enter the exact job ID to find it.

      Time entry not saving

      In certain situations, a time entry might fail to save due to a validation failure that we cannot detect before the time entry is created. One example is when a time entry is made on a canceled or completed job.