Xero Practice Manager + Karbon
Built by Karbon — Keep your client contact data synchronized across Karbon and XPM with fewer clicks and no manual entry.
About
Xero Practice Manager (XPM) Xero Practice Manager (XPM) is an accounting practice management platform built to help firms manage client jobs and workflows efficiently from start to finish. It centralizes task allocation, job tracking, and time management to streamline client service delivery.
Whay you can do
Xero Practice Manager (XPM) is an accounting practice management platform built to help firms manage client jobs and workflows efficiently from start to finish. It centralizes task allocation, job tracking, and time management to streamline client service delivery.
What you can do The Karbon + Xero Practice Manager (XPM) integration keeps your client databases continuously synchronized across systems through a flexible, two-way contact sync. By automatically updating contact details and allowing full control over syncing rules, your firm can eliminate duplicate data entry and maintain accurate client records.
- Sync Contact Information Two-Ways: Replicate changes automatically across both systems whenever a client contact is created or updated in either Karbon or XPM.
- Automate Record Creation and Linking: Automatically create new organizations and contacts, update existing records, and link contacts to new or existing companies.
- Control Contact Sync Rules: Select specific contact types to sync between Karbon and XPM, giving your firm full control over how data flows across your systems.