Once XPM is connected, your clients are available in Annature in two places: the Xero Practice Manager page, which is the best place to start envelopes and verifications, and your address book, which stays in sync with XPM every hour.
Using the Xero Practice Manager page
Once you've connected, select Xero Practice Manager from the left-hand menu. This page shows a live list of your XPM clients, updated more often than your address book. Search for a client and click Open to see their details and create envelopes or verifications.
We recommend starting envelopes and verifications from this page, not from your address book. This links them to the XPM client so the results sync back to the right record.
Importing clients into your address book
To import your XPM clients into your Annature address book:
Go to Settings and select Integrations.
Open Xero Practice Manager and select Import data.
Click Save changes.
Annature imports each client's Display Name from XPM.
How syncing works
After the first import, Annature checks XPM for new and updated clients every hour and updates your address book.
Client details only sync one way, from XPM to Annature. XPM is always the source of truth, so always update client details in XPM. Any changes you make to an imported contact in Annature aren't sent to XPM, and will be overwritten on the next sync.