Undoing a Sync from the Wrong XPM Group
It happens: you link a StructureGram Group to a Xero Practice Manager group, run the pull, and realise you picked the wrong group. This article shows how to get back to a clean state.
First, the reassuring part
Nothing has changed in Xero Practice Manager.
Pulling from XPM is a one-way operation. It can create, link and update records inside StructureGram, but it never writes back to XPM. Your client data, groups and relationships in Practice Manager are exactly as they were before you pulled.
Everything below happens in StructureGram only. Nothing in this article touches XPM unless you explicitly choose the option that says so.
Which fix do you need?
| Your situation | Do this |
|---|---|
| The StructureGram Group is new, created just for this import | Delete the Group and its imported records |
| The StructureGram Group already held data you want to keep | Unlink, then tidy up |
| You linked the right Group to the wrong XPM group, nothing pulled yet | Just unlink and re-link |
Both routes require Group Admin access. If you only have Edit access, ask an organisation admin — see XPM Permissions by Member Role.
Option 1: Delete the Group and its imported records
The cleanest option when the StructureGram Group existed only to receive this import.
- Go to Groups and open the group you imported into.
- Choose Delete Group.
- Under What should happen in Xero?, choose StructureGram only. This leaves XPM completely untouched.
- Under What should happen to group members?, choose Delete member records. This removes the entities that came in with the import.
- Confirm.
You can now start again: link the correct XPM group and pull.
Only records exclusive to this group are deleted. If an entity also belongs to another StructureGram Group, it is kept. You will not lose data that is in use elsewhere.
Careful with the other option. The dialog can also delete the group in XPM. That is not what you want here — it would change your practice management data. That choice requires you to type the group name to confirm, so it cannot be selected by accident. For an unwanted import, always choose StructureGram only.
Option 2: Unlink, then tidy up
Use this when the StructureGram Group holds work you want to keep and only the XPM link was wrong.
- Open the Group, then its XPM page.
- In Link Management, choose Unlink.
- The Group and everything in it stays in StructureGram. Only the connection to the XPM group is removed.
Unlinking on its own does not remove the records that were pulled in. It disconnects the two groups; it does not reverse the import. If the wrong pull brought in entities you do not want, delete those entities individually after unlinking.
Once unlinked, the Group is available to link again — to the correct XPM group this time.
If unlinking is refused, a sync may still be running for that group. Wait for it to finish, then try again.
After you re-link
When you link the correct XPM group and pull, StructureGram matches incoming clients against records it has already seen. Entities left over from the earlier mistaken import stay in your Group unless you removed them, and they keep their own link back to the XPM client they originally came from.
That is why Option 1 is the more reliable fix after a wrong pull — it clears the imported records out rather than leaving them alongside the correct ones. If you used Option 2 and left entities behind, check the Group's entity list and remove anything that does not belong before you rely on the diagram.
Preventing it next time
- Check the client count before linking. The XPM Sync Hub shows how many clients each XPM group holds. A group with a very different count from what you expect is usually the wrong one.
- Import into a new, empty Group first. If the pull turns out to be wrong, Option 1 removes it completely in a few clicks.
- Pull before you push. Pulling can never damage XPM. Only a push writes back, and pushing requires Group Admin access.