ChangeGPS

How to connect your Access product to ADE so your client data becomes available in ChangeGPS on Evo, with setup links for each product.

Connect your Access product data to ChangeGPS

Overview of ChangeGPS integrations, including XPM, ADE, Xero Invoice, and FuseSign connections.

What practice management systems does ChangeGPS Client Import Manager connect to?

Overview of CIM data synchronisation, including background sync, automatic updates, and connection status monitoring.

How does the automatic sync work in Client Import Manager?

Overview of CIM permissions, including admin access requirements and client search availability in other apps.

Do I need administrator access to use client search in other apps in Client Import Manager?

Overview of data imported from Xero Practice Manager and ADE, including client details, relationships, and contacts.

What data is imported from XPM and ADE in Client Import Manager?

Overview of CIM data sync behaviour, including deduplication and how existing client records are updated.

What happens to existing ChangeGPS data when a new import runs in Client Import Manager?

Overview of using ChangeGPS with or without CIM, including manual entry and integration benefits.

Can I use ChangeGPS without connecting Client Import Manager?

Overview of missing clients in CIM, including sync status, client visibility, and troubleshooting steps.

My client exists in XPM but does not appear in the ChangeGPS Client Import Manager search. Why?

Overview of Client Import Manager, including integrations, client data sync, and core features in ChangeGPS.

Client Import Manager overview

Import and manage client entities from your practice system.

Client Import Manager

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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