Xero Practice Manager, fully connected

Client structure data lives in one place and never needs re-keying. Import from XPM, reconcile differences with full control, and push clean data back.

What the integration does

Sync with review, not surprises

Secure connection

Authorise via Xero’s standard OAuth flow from Account → Integrations. No passwords are shared, and you can disconnect at any time.

Import client groups

Pull clients, their entity details, and relationships from XPM into StructureGram, organised as client groups. Imported entities appear on the visual canvas immediately.

Two-way reconciliation

The XPM Sync Hub compares StructureGram and XPM side by side and shows exactly what differs — entity details, relationships, and group membership. You decide the source of truth, field by field, before anything is written.

Push updates back to XPM

Where StructureGram holds the better data — after an ASIC import, for example — push it back so XPM stays current. Every write is validated, and any rejection from XPM is surfaced with the reason.

Apply the whole plan in one step

Review each difference once, then apply your decisions as a single plan. Nothing is written until you say so.

Stay in sync

Re-run a sync at any time. StructureGram picks up what changed on either side and presents only the differences for review.

Beyond XPM

StructureGram also imports company data from ASIC extracts — directors, secretaries, and shareholders extracted for review automatically. See all integrations.

Xero Practice Manager Integration | StructureGram