Connecting Xero Practice Manager to Smartcorp

How to do this

You’ll need to connect Xero Practice Manager to Smartcorp before you can take advantage of the two way integration features. Once set up, you will have access to XPM integration in our Smartcorp Product Ordering platform and Corpliance, our ASIC compliance management platform.

  1. Generate a key within XPM
    You’ll need to generate a key from Xero Practice Manager in order to connect Smartcorp.
    1. Log in to Xero Practice Manager
    2. Select Business tab
    3. Select Settings

    4. Select Add-ons from the Connections list

    5. Search for ‘Smartcorp’. A unique key will be generated.
    6. Copy the key to your clipboard.

  2. Go to the Manager Users panel in Smartcorp
    You’ll find this on the My Account dropdown, top right of all pages.

  3. Connect Xero Practice Manager as an Integration
    1. Scroll down the page and you’ll find this option to connect

    2. . Paste the XPM key you copied into the Account Key field, and press the Link button.

Your Xero Practice Manager account is now connected to Smartcorp.

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