Connecting Xero and Xero Practice Manager (XPM)
Bringing clients and their jobs across from Xero.
Xero is the most-used integration in the portal. It's the same connection whether you start it from ZIP, from Add Client, or from inside a client record.
Two connections
Xero alone is enough to bring clients into Zato. XPM is the second connection and is what brings the jobs across; it's optional, firms that don't use XPM still get their clients through Xero alone.
Connecting Xero
1. Navigate to ZIP (Integrations) in the left-hand menu.
2. Locate Xero/XPM and click the Settings (gear) icon.
3. Ensure the Xero tab is selected, then click Connect. You're redirected to Xero's sign-in page.
4. Enter your Xero-registered email and password, then log in.
5. Select the organisation(s) you want to connect, then click Continue to authorise them.
6. Zato automatically imports the clients from the selected organisations, each identified with a Xero tag.
Connecting XPM
1. On the XPM step, authorise Zato to access your Xero Practice Manager.
2. Map each XPM job to the matching client already brought in through Xero.
3. Once confirmed, the jobs are brought into Zato and attached to their clients.
How to access: ZIP (Integrations) in the left-hand navigation.