-
Website
-
3min Explainer Walkthrough
-
Page Management
-
Page Editing
-
Form Builder
- Updating Your Navigation Menu
- Understanding Posts
- Creating Post Categories
- Creating Your First Post
- Restricting Page Access
-
Search Engine Optimization
- Setting Up Google Marketing Tools
- Setting Up Google Analytics 4 E-commerce Tracking
- Optimizing Images For Web
-
Analytics
- Third Party Embed Code
-
3min Explainer Walkthrough
- Contacts
- Marketing
- Commerce
-
Apps
-
Setup Affiliates
- Setup The Xero Integration
- Setup The MYOB AccountRight Integration
- Setup The Cliniko Integration
- Setup The Simpro Integration
- Setup The Xero Practice Manager Integration
-
Setup Recurring Sales
- Setup The QuickBooks Online Integration
- Setup the Zoho Integration
- Setup The Eventbrite Integration
- Setup The GoSweetSpot Integration
-
Setup Affiliates
-
Settings And Config
- Going Live
- Updating Your Billing Details
- Changing Your Oncord Plan
- Managing Administrators
- Registering a Domain Name
- Changing Your Domain Name
- Backing Up Your Website
- Choosing an E-mail Host
- Importing Via Imap
- Setting Up Gmail Hosting
- Setting Up Office 365 Hosting
- Setting Up Sub Domains
- Hosting a Sub Site
- Setup The Xero Practice Manager Integration
- Website
- Contacts
- Marketing
- Commerce
- Apps
-
-
Setup Affiliates
- Setup The Xero Integration
- Setup The MYOB AccountRight Integration
- Setup The Cliniko Integration
- Setup The Simpro Integration
- Setup The Xero Practice Manager Integration
-
Setup Recurring Sales
- Setup The QuickBooks Online Integration
- Setup the Zoho Integration
- Setup The Eventbrite Integration
- Setup The GoSweetSpot Integration
-
Setup Affiliates
- Settings And Config
Setup The Xero Practice Manager Integration
The XPM integration is free, and can be enabled regardless of the Oncord plan you are running. It's worth noting that in order to see maximum value from all features of the integration, you should consider enabling Oncord's Marketing features.
What Data is Synchronised?
Selected forms throughout your Oncord website can be configured to sync as leads within XPM, and clients will sync two-way between Oncord
and XPM. The Xero Practice Manager integration works by synchronising the following information:
From Oncord | From WorkflowMax |
Contacts
|
Contacts
|
Form Submissions
|
Note: Because deletions are not reflected in either system, you may need to delete entries in both systems.
When Does it Sync?
Oncord will batch-sync with XPM two minutes after an update takes place within Oncord.
For instance, if a web form submission takes place at 2:00pm, the submission will be reflected at 2:04pm within XPM.
If no update takes place in Oncord, a scheduled sync will take place after one day to download data from XPM.
Enable The Xero Practice Manager Integration
To enable the XPM integration:
Navigate to Dashboard > Settings.
Select the "Third Party Integrations" page.
Click the "Enable Integration" button in the Xero Practice Manager box.
Follow the steps to allow Oncord to access your Xero Practice Manager account.