-
Website
-
3min Explainer Walkthrough
- Generate a Design
-
Page Management
-
Page Editing
-
Form Builder
- Updating Your Navigation Menu
- Creating Page Redirectors
- Posts Management
-
Search Engine Optimization
- Setting Up Google Marketing Tools
- Setting Up Meta Pixel & E-commerce Tracking
- Setting Up Microsoft Marketing Tools
- Setting Up Linkedin Insight Tag
- Optimizing Images For Web
-
Analytics
- Third Party Embed Code
-
3min Explainer Walkthrough
- Contacts
- Marketing
- Commerce
- Apps
-
Settings and Config
- Going Live
- Updating Your Billing Details
- Changing Your Oncord Plan
- Domain Health Checker
- 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
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: