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Website
- 3min Explainer Walkthrough
- Generate a Design
- Page Management
- Page Editing
- Form Builder
- Updating Your Navigation Menu
- Creating Page Redirectors
- Restricting Page Access
- Posts Management
- Search Engine Optimization
- Setting Up Google Marketing Tools
- Setting Up Meta Pixel & E-commerce Tracking
- Setting Up Google Analytics 4 E-commerce Tracking
- Setting Up Microsoft Marketing Tools
- Optimizing Images For Web
- Setting Up Linkedin Insight Tag
- Analytics
- Third Party Embed Code
- Contacts
- Marketing
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Commerce
- Setup Affiliates
- Product Catalogue
- Managing Sales
- Managing Discounts
- Sales E-mail Notifications
- Payment Methods
- Accepting Credit Card Payments
- Accepting Payment via PayPal
- Accepting Payment Via Verifone
- Setup Recurring Sales
- Adjustments, Credit Notes & Refunds
- Creating Inventory Items
- Temporarily Closing Your Store
- Fedex Integration Certification Guide
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Apps
- Setup The Xero Integration
- Setup The MYOB AccountRight Integration
- Setup The Cliniko Integration
- Setup The Simpro Integration
- Setup The Xero Practice Manager Integration
- Setup The QuickBooks Online Integration
- Setup the Zoho Integration
- Setup The Eventbrite Integration
- Setup The GoSweetSpot Integration
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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
- Hosting Email With Oncord
- 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 The Xero Integration
- Setup The MYOB AccountRight Integration
- Setup The Cliniko Integration
- Setup The Simpro Integration
- Setup The Xero Practice Manager Integration
- Setup The QuickBooks Online Integration
- Setup the Zoho Integration
- Setup The Eventbrite Integration
- Setup The GoSweetSpot Integration
- 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?
Clients will sync two-way between Oncord and XPM. The Xero Practice Manager integration works by synchronising the following
information:
From Oncord | From XPM |
Contacts
|
Contacts
|
Groups
|
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 contact is updated within Oncord at 2:00pm, the corresponding client record within XPM will be updated at 2:04pm.
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: