How much is XPM sync?

Accounting & practice

Portal 360 + XPM

The XPM sync add-on brings your clients, jobs, staff, time entries and workflows from Xero Practice Manager into Portal 360.

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What connects

Sync clients, jobs, staff and time from Xero Practice Manager.

Clients & jobs

Clients and jobs from XPM appear in Portal 360 ready to work on.

Staff & time entries

Staff and time entries come across so reporting stays complete.

Workflows

Bring your XPM workflows with you instead of rebuilding them.

How it works

Connect XPM

Open Marketplace > Apps, choose XPM, check its requirements and click Connect, then sign in and approve access.

Choose what syncs

Pick the records and folders you want Portal 360 to keep in step.

Work from one place

Your team works in Portal 360 while data stays current in both systems.

Immutable backups

Tamper-proof copies of your data

ISO 27001 certified security

Independently audited

99.99% uptime SLA

Built to stay available

Australian data centre and hosting

Your data stays onshore

XPM guides

Xero Practice Manager (XPM) integration: keep jobs, time and clients in sync

How the Portal 360 and Xero Practice Manager integration works, what you can sync and how to connect it.

Read the guide

Xero Accounting vs Xero Practice Manager: which should you connect to Portal 360?

The difference between Xero Accounting and Xero Practice Manager, and which one to connect first.

Read the guide

Related integrations

Migration program

Switching practice management software? We move you across.

For a fixed A$2,999 per practice (ex GST), our team completes your data transfer and sets up the whole of Portal 360 for you.

See the migration program

Frequently Asked Questions

XPM sync is an add-on at $99 per account per month and works with any paid plan.

Ready to get started?

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Reach out to us and we’ll get back to you quickly.

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