To work with your client data in ChangeGPS, you can connect Xero Practice Manager (XPM) directly from ChangeGPS Company Settings. Once connected, your XPM client data flows automatically into ChangeGPS, so your clients are available to search and select in the Client Import Manager across ChangeGPS apps. This article explains how to connect XPM to ChangeGPS.
Unlike connecting an Access product, which requires setting up a separate connection to the Access Data Engine (ADE), connecting XPM is a single step completed entirely within ChangeGPS using Xero's authorisation process.
Before you begin
You need the CGPS v2 Administrator role in Evo Organisation Settings to connect Xero Practice Manager (XPM) to ChangeGPS. For more information, see Evo activation and setup.
Step 1: Connect Xero Practice Manager to ChangeGPS
To connect Xero Practice Manager (XPM) to ChangeGPS:
Go to ChangeGPS Company Settings and select the Integrations tab.
Find Xero Practice Manager and select Connect.
You'll be redirected to Xero to authorise access.
Select your XPM organisation.
Grant the required permissions.
You'll be redirected back to ChangeGPS to complete the setup.
Note: If the steps above are not working, disconnect Xero Practice Manager and redo the connection from the start, then try again.
Step 2: Client data available
Once Xero Practice Manager (XPM) is connected, your client data becomes available in ChangeGPS. You can confirm this by:
Opening a ChangeGPS app that has a Client Import Manager.
Searching for a client by name in the Client Import Manager to confirm your client list appears.
If your clients do not appear after connecting XPM, go back to ChangeGPS Company Settings > Integrations, disconnect Xero Practice Manager, and reconnect it. If your clients still do not appear, contact our support team so we can check the connection.