1. After logging in, click on the padlock icon in the top right of your dashboard.

Note: If you can’t see the padlock icon, you don’t currently have Administrator rights to sync the portal to Xero Practice Manager (XPM).  Your Portal Administrator can edit your user type to Firm Admin or complete the Xero sync process for you.

Please note The Gap Portal only integrates with Workflow Max (green Xero), not standard Xero (blue Xero).

2. Navigate to the Manage Clients area.

3. Click on the Xero Sync button.

4. A Multi-Factor Authentication pop over prompt will show, followed by a redirect to XPM pop over prompt.

The prompt will warn you that syncing your client information from XPM to the portal requires all users of your firm to enable Multi-Factor Authentication for their accounts. If you are happy to proceed, click Continue for each pop over prompt.

Note: Upon successful connection, all users who do not have Multi-Factor Authentication enabled will receive an automated email prompting them to set it up.

5. Log into Xero.

6. Click the Authorise button to authorise The Gap Portal to access your XPM data.

7. You will be redirected back to the portal, and your first XPM sync will begin.

A summary of the XPM sync results will be emailed to you once complete.

8. While connected, Xero will sync to the portal daily.

You can disconnect access to XPM at any time.  Simply click on the Xero Sync button again and click Disconnect from Xero.

9. Having trouble connecting to Xero?

You might not have the correct account permissions in Xero Practice Manager. To fix, go to your staff list and click on your user name. Scroll to the very bottom of the page and tick ‘Authorise 3rd Party Full Access’.