Connecting the ChangeGPS platform with your XPM or Xero Tax account will allow you to search and sync your client and contact details directly in ChangeGPS
Firstly, there are some XPM User configuration required
What you need to do within Xero Practice Manager
A new Staff Privilege has been added to control who has permission to connect your Account to 3rd Party Addons. Any user with Administrator privileges can assign this new privilege to themselves or other Administrators.
If you don't have access to connect API's in your account, speak with your firm's Xero Account Manager.
Follow these steps for each Staff member you want to be able to authorise connections to 3rd Party Addons.
- Log in to your Xero Practice Manager account
- You’ll need to upgrade to API v3 to keep your connection live.
- Go to the Business > Settings > Staff page, or click on this link to go directly there.
- Search for the Staff Member that you would like to add this permission to.
- Ensure that the Staff has the Administrator Privilege. If they do not, tick the checkbox for this and Save the Staff settings first.
- You will now see a new Heading appear at the bottom of the page, “API Access Privileges”. Tick the checkbox for this and Save the Staff Settings to assign Authorise 3rd Party Full Access privilege.
Connect XPM
It is recommended that you have both ChangeGPS and Xero Practice Manager open when completing the below steps.
Once logged in to ChangeGPS, go to Settings then click General. Scroll to the bottom of the page under Connection sections. Click Connect XPM.
A pop up window will prompt users to log in to your Xero account.
Useful Tip: If you have trouble accessing the XPM connection settings it could be because you have a browser setting or extension which is preventing pop ups from showing for you. Please adjust your browser settings to allow pop ups for https://changetech.cloud/
Xero will prompt you to connect your account data. Click "Allow access".
TIP: When changing ChangeGPS Settings, always remember to Save any changes before leaving the page.
How do I disconnect from Xero Practice Manager?
There are two ways of removing the API Connection:
- Simply delete the API Key in your ChangeGPS General > Connection Settings, and Save Changes
- Disable the API Key in your Xero Practice Manager account. Here's how
We suggest you do both of these steps to remove the connection.
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