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 disconnect ...
Fri, 20 Mar, 2020 at 12:45 PM
Sync Mode
There are four 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. - Manual: Data i...
Fri, 20 Mar, 2020 at 12:47 PM
Sync Options
Import from Xero Practice Manager/WorkflowMax - Import Jobs: Bring in new jobs and edits to jobs. - Import Timesheets: Bring in new timesheets and edits t...
Fri, 20 Mar, 2020 at 12:50 PM