When you first sign up to PlanRight and choose Connect to WFM/XPM, you will be walked through the process to connect your PlanRight account to your WorkflowMax/Xero Practice Manager account.
You can also connect using the following steps:
1. Click "Settings” at the top-right
2. Click “XPM/WFM”
3. Click “Connect”
Follow the instructions on screen, enter your WFM/XPM login details. Note you need to have Admin privileges in WFM/XPM to be able to connect the sync.
When PlanRight is successfully connected to WFM/XPM, you will be asked to select the sync option based on
how you would like to start using PlanRight.
The available Sync Options are -
1. Plan in PlanRight
2. Plan in WorkflowMax
Select the sync mode and click on the “Continue” button.
More information about PlanRight sync settings can be found here http://support.planrightapp.com/support/solutions/folders/4000032307
