Xero Practice Manager
by Xero
Practice management for accounting firms: clients, jobs, time tracking and billing inside Xero.
- Category
- Finance & ERP
- Type
- Practice management
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Clients
- Jobs
- Time entries
- Invoices
- Staff
Load Xero Practice Manager clients into the Warehouse and build board-ready reports and Slides from the same figures.
Need more? Name any other Xero Practice Manager data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Xero Practice Manager uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Xero if you need help.
04How it works
How it works in DataMind.
-
Pick Xero Practice Manager.
Open Lake, pick Xero Practice Manager in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Xero Practice Manager API docs.
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Answer a few questions.
The AI reads the Xero Practice Manager documentation, then asks which credentials you will use, which data to sync (for example clients and jobs), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Xero Practice Manager data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
