XPM/WFM Settings

Xero Practice Manager / Workflow Max
If your PlanRight organisation has been disconnected from XPM/WFM, use the Connect button to re-authorise your integration. If you choose to ...
Thu, 14 Nov, 2024 at 10:08 PM
Sync Mode
There are three sync modes. This is set in the XPM/WFM tab on the Settings page. - Off: No data is sync'ed from WFM/XPM to PlanRight. - Manu...
Thu, 14 Nov, 2024 at 10:08 PM
Sync
Import from Xero Practice Manager/WorkflowMax - Import Jobs: Bring in new jobs and edits to jobs. - Import Timesheets: Bring in new timesheets an...
Thu, 14 Nov, 2024 at 10:08 PM