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XERO XPM API - Setup

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 (https://www.xero.com/au/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: https://landing.inheritaustralia.com.au

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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Made in Mornington /  Victoria

Inherit Australia is located on the picturesque Mornington Peninsula, just an hour's drive south of Melbourne. Our local team, boasting over 50 years of combined experience in legal and technology, is committed to addressing the complex challenges of estate planning. From Power of Attorney documents to comprehensive estate plans, we cater to a diverse clientele, including retail customers, financial advisers, and legal professionals. Our proprietary software and data, proudly 100% Australian-owned, designed, and hosted, underscore our commitment to delivering secure and tailored estate planning solutions.

At Inherit Australia, we understand that your information is sensitive. In order to setup your account we need to verify your email address to ensure your identity. This will allow you to access your data in the future and communicate with us from a verified email address or Google account.

Further, our software platform that gathers your information maintains the highest data security and privacy standards that have been approved by Xero in line with the ATO data security guidelines. All data transactions occur over a secure transit layer (SSL). Our data is stored at Microsoft Azure Australian-based data centre (Port Melbourne) that carries the following internal data security controls and Data centre certificates: ISO 27001, ISO 27018, SOC 1, SOC 2, SOC3, FedRAMP, HITRUST, MTCS, IRAP and ENS.

Your sensitive data is also encrypted at the application layer using a random key and seed generated exclusively for your Life Vault. The keys and seeds are stored in corporate-grade key storage hosted separately from your data and maintained by Microsoft Azure.


Address: 22A Milgate Drive Mornington VIC 3931 Australia.

Phone:    (+61) 3 5976 6565

© 2018-2024 Inherit.legal Pty Ltd ACN 649 488 808, trading as Inherit Australia. All rights reserved

Address: 22A Milgate Drive Mornington VIC 3931 Australia.

Phone: (+61) 3 5976 6565

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