ChangeGPS Client Import Manager (CIM) supports connections to external systems. Xero Practice Manager (XPM) is a practice management system used by Australian accounting firms — connects via OAuth 2.0. ADE (Access Data Exchange) connects via an API key and is the integration used by firms in the Access Group ecosystem. Xero Invoice connects via OAuth 2.0 for billing workflows. FuseSign connects via OAuth 2.0 for digital document signing workflows. Administrators configure these connections in Admin Settings → Integrations. Once connected, client data from your practice management system is available in all ChangeGPS apps.
What practice management systems does ChangeGPS Client Import Manager connect to?
Overview of ChangeGPS integrations, including XPM, ADE, Xero Invoice, and FuseSign connections.