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How to setup XERO Practice Manager API at Inherit Australia

This document details the steps required to set up XERO Practice Manager (XPM) API at Inherit Australia. This workflow setup is only required to be done once per practice or when XERO Credentials have expired

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Before you begin

Please ensure you have access to the following:

1. Access to XERO Practice Manager (

2. Access to Inherit Australia Pro account (Adviser version) with Admin or Primary account holder credentials (access to Settings / API menu items)

If you don’t have an Inherit Australia account, goto:  Signup with Xero XPM

Setup XERO Practice Manager API

This workflow requires you to undertake three steps:

1. Connect to Inherit Australia.

2. Test connection.

Connect to XERO Api to Inherit Australia


Login to Inherit Australia at:

If you don't have an account, register with your ASIC Rep number or select option 2 for manual activation.

1. Click setting (Cogwheel) and API

2. Click API at the top bar

3. Select XERO

     Ensure XERO Practice Manager Selected

4. Click "Create"

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5. Click "Connect to XERO"

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6.  This action will open a new tab with XEROlogin or access page. Login to your account if required.

Click "Allow access" to enable Inherit Australia link

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7.  Once allowed, XERO will redirect to Inherit Australia confirmation page.

8. Click "Close tab" to get back to Inherit Australia

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9.  Click "Done" at the original tab to refresh API Status.

10. Continue to Test the connection

Connect to XERO to Inherit Australia
Test XERO Practice Manager API Connection 


Once you establish an API connection with XERO, It is advisable to test the connection by a client search.

1. From the API page, click "Test Search."

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2. Enter an individual client name and click "Search". A valid test result will return the client's first and last names.

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Your connection is now validated.

What next? continue to create an Estate plan with XERO Practice Manager

Test XERO API Connection 
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