Key takeaways
- XPM sync covers projects, tasks, time entries and client data
- Connect from Marketplace, then approve access in Xero
- Connect each practice or ledger separately and spot-check the first sync
If your firm runs jobs and time through Xero Practice Manager (XPM), the Portal 360 integration lets your team work from Portal 360 without re-keying that practice data. This guide explains what the integration is for, what you can sync and how to connect it.
What the XPM integration does
XPM is used to manage projects, track time and organise client workflows. Connecting it to Portal 360 brings that practice data into the same platform as your CRM, tasks and workflows. You can sync:
- Projects and tasks between XPM and Portal 360
- Time entries, so billable hours stay visible and billing stays accurate
- Client data, so records match in both systems
Because the data is centralised, your team can see project and client information in one place instead of switching between systems.
Before you connect
- You need permission in Xero to authorise the connection for each practice you connect.
- Allow pop-ups in your browser, because the Xero authorisation opens in a separate window.
- Confirm your Portal 360 plan includes the integration. The app page in the Marketplace lists exactly what it requires.
How to connect XPM to Portal 360
- Sign in to Portal 360 and open Marketplace.
- Find Xero Practice Manager (use the search box or the accounting category).
- Check the Requirements on the app page, then click Connect.
- Sign in to Xero and approve the access Portal 360 asks for.
- Wait for the first sync. Depending on how much data you have, it can take a few minutes.
After the first sync, re-syncing runs on a schedule, and you can also start a manual sync from the integration settings.
Tips for a clean first sync
- Decide which clients and jobs you want in Portal 360 before you connect.
- If you run more than one practice or ledger, connect each one separately and tag the clients in Portal 360 so ownership is clear.
- Check a handful of clients and jobs after the first sync before you roll it out to the whole team.
Where to go next
Read Xero Accounting vs Xero Practice Manager if you are not sure which to connect, or see the Xero Practice Manager integration page for an overview. If something goes wrong, the Xero troubleshooting guide covers the common causes.
Frequently asked questions
- What does the XPM integration sync?
- Projects, tasks, time entries and client data are synchronised between Xero Practice Manager and Portal 360.
- Can I track billable hours?
- Yes. Time entries and billable hours are part of the sync, which helps you manage productivity and billing accurately.
- Where do I connect it?
- Open Marketplace in Portal 360, choose Xero Practice Manager, click Connect and approve access in Xero.