Xero Practice Manager Connection
ATOmate connects to your Xero Practice Manager via Xero’s API (Application Programming Interface) to populate the client list in ATOmate. However this API does not currently provide a complete set of client data. In order to retrieve a full set of client data, it is required to set up two reports in Xero.
The image below shows how ATOmate needs to retrieve client information from both the API and the two Xero reports. Report 1 exports client data including Tax File Numbers and Report 2 includes Tax Return Estimates and Tax Year information for the client.
This guide explains how to set up the API connection.
Guide for setting up XPM Reports: https://baw.atlassian.net/wiki/spaces/AG/pages/1575092225
Connect ATOmate to Xero Practice Manager
Step | Action |
|---|---|
1 | Go to ATOmate Dashboard and Practice Settings > Xero Practice Manager  |
2 | Click the Connect to XPM button
|
3 | Sign in with your Xero credentials when requested. Then Click Allow Access to authorize ATOmate to connect to your Xero
If you do not have permissions to connect ATOmate to Xero. See below guide on how to configure this in Xero and repeat step 5 |
Setup Permissions in Xero Practice Manager
These settings often can only be set by the Xero Administrator for your practice
Step | Action |
|---|---|
1 | Open Xero Practice Manager |
2 | Go to Business and Settings |
3 | Select Staff |
4 | Choose the staff member that should have this permission. We recommend this to be the ATOmate Super User |
5 | Click on Permissions > Practice Administration > Connect Third Party Add Ons
|
If the user who authorizes connection within XPM is removed, connection ATOmate will be lost
End of article