*Please be aware that whereas the method stays the identical, all references to Xero Tax are relevant to Australia and New Zealand solely.
One of the crucial necessary methods we’re serving to you save time and develop your follow is by shifting in the direction of a future the place Xero Follow Supervisor (XPM), Xero HQ and Xero Tax can be seamlessly linked.
It will streamline your workflows and offer you confidence that your information is correct and your groups are all working from the identical data – it doesn’t matter what follow software they’re utilizing. Sooner or later, there’ll be no switching instruments, no duplicates or double dealing with of information. Only one set of linked follow instruments that can assist you to work extra effectively.
Delivering the one consumer report to your follow is the subsequent step in attaining this imaginative and prescient. The one consumer report is a single database that exists behind your follow instruments and homes your consumer information throughout Xero Follow Supervisor (XPM), Tax and Xero HQ. You need to use XPM to take care of your consumer data, whereas unlocking the worth of Xero HQ when managing consumer organisations and workers entry.
Quickly, all Xero companions may have a single consumer report. Learn on to learn how you’ll entry the one consumer report and what this implies for you.
How does a single consumer report truly work?
Whereas your consumer checklist and consumer element views in every software gained’t change, your consumer information is viewable and editable in each Xero HQ and XPM – however solely the place that very same area is seen throughout these programs. This implies you’ll be able to add or edit data in XPM, and see it right away the place there’s a matching area in Xero HQ (or vice versa, for instance, the enterprise construction).
If a consumer is offboarded from a follow, they’ll be archived in each lists. For people who don’t already use XPM (or Xero Tax), as quickly as you begin utilizing it, you’ll have all of your shoppers, contacts and teams particulars from Xero HQ in there right away.
For these in Australia and New Zealand, as soon as utilizing a single consumer report, while you create or change a connection in Xero HQ between a consumer or a Xero organisation, that consumer/organisation hyperlink can be identified by XPM/Tax (and vice versa).
How can I inform if my follow has a single consumer report?
You possibly can verify your single consumer report standing on the high of your Xero HQ consumer checklist. Check out our infographic that outlines what every standing means and who can take motion.
Word that some practices won’t see their standing instantly in Xero HQ. We can be contacting these practices with extra data that can assist you transfer to the one consumer report.
Do I have to do something if my follow already has a single consumer report?
No – in case your standing is marked as ‘full’ in Xero HQ, you don’t have to do something.
If that is you – it’s a good time to strive XPM and simply handle jobs, time monitoring and billing in your follow, with the identical consumer information that you just’ve been utilizing in Xero HQ. As quickly as you begin utilizing XPM, you’ll have all of your shoppers, contacts and teams from Xero HQ in there right away.
What do I have to do if I already use XPM or Xero Tax?
This course of is extra advanced, as a result of you may have two units of consumer data that have to be introduced collectively. Consequently, there are two key steps you’ll have to take to carry your shoppers right into a single consumer report.
To make the transition as seamless as attainable, we’re offering particular directions and a brand new software software that can assist you to select your shoppers and create your single consumer report.
What are the steps concerned in shifting to a single consumer report?
There are two steps you’ll want to take to entry the one consumer report, relying on the scale of your consumer checklist.
The 1st step: Join your Xero HQ along with your XPM or Xero Tax account.
Step two: Create your consumer single consumer report by consolidating your shoppers from Xero HQ and XPM utilizing our new software.
What if I’ve a small checklist (lower than 10 or much less shoppers in both checklist)?
Now that the software has been made obtainable, these with 10 shoppers or much less might want to full step two utilizing this software.
What do I have to do for the first step?
This can be a easy step and, as soon as it’s taken, each accounts can be completely linked. Should you haven’t completed this step but your standing will present as both ‘Join’ or ‘Verify’ accounts.
- Should you’ve created a connection beforehand, you’ll simply want to verify your present connection (for instance, to allow Xero Signal or to import your consumer checklist to Xero HQ from XPM). We need to be sure that it’s nonetheless the proper connection earlier than we carry your consumer data collectively – so, if not, you’ll be capable of select to hook up with the right account.
- Solely the Grasp Admin will be capable of join or verify your follow’s XPM account. Merely click on in your standing to decide on the proper account (there can be common reminders in Xero HQ).
You’ll find out extra on connecting your accounts on Xero Central.
Why ought to I full the first step now?
The 1st step is able to full in case you’re actively utilizing XPM or Xero Tax. We encourage your Grasp Administrator to kickstart this course of as quickly as attainable so that you would be able to begin creating your single consumer report.
What do I have to do for step two?
Step two includes consolidating shoppers from Xero HQ and XPM to create your single consumer report. You possibly can select to only hold your whole XPM and Tax Purchasers, and archive your Xero HQ shoppers; hold simply your Xero HQ shoppers; or a mixture of each. Then it’s so simple as confirming which of your consumer organisations you want to hyperlink with every of your consumer data.
Should you use the prevailing consumer sync software, or have used it up to now, then these linked organisations will already be linked for you. Likewise, in case you’ve used Xero Tax in Australia, your organisations can be linked as properly.
A software has been made obtainable to make this complete course of as straightforward as attainable. In the meanwhile, you’ll see your standing in Xero HQ as ‘coming quickly’ when you’ve accomplished step one – you’ll keep on this stage till Xero allows the consolidation tool.
Who can entry the software to create your single consumer report?
Any workers member with an admin function in HQ and Edit-All privilege in XPM will be capable of entry the software for step two. Just one consumer could make modifications at a time (for instance, choose shoppers or hit verify) and you’ll need to shut the software to allow others to have entry.
How do I do know which shoppers to carry into my single consumer report?
There are three selections you’ll be able to choose:
- All shoppers from XPM and Tax (for Australia) – retains the shoppers from XPM and archives shoppers in Xero HQ.
- All shoppers from Xero HQ – retains the shoppers from Xero HQ and archives shoppers in XPM.
- A range from XPM and Tax (for Australia) and Xero HQ – this lets you choose a consumer from both Xero HQ or XPM, or shoppers from each Xero HQ and XPM.
It’s necessary to create the proper choice to keep away from the potential for duplicates or lacking data in your finalised report. Comply with this information on choosing the proper shoppers to carry into your single consumer report
How will the one consumer report fields work and can it impression different instruments after I full the 2 steps?
There can be no change to the consumer screens that you just at present see in Xero HQ and XPM at the moment. Nevertheless, going ahead, any information you edit in a single place, will present within the different so long as that area is seen (this contains shoppers, contacts and teams). This modification may have no impression on the customized fields you’ve inbuilt XPM — they may nonetheless seem.
Whereas this course of will carry your XPM, Tax and Xero HQ consumer information collectively, this won’t change how you’re employed at the moment along with your Xero consumer or follow organisations or the way you handle them in Inexperienced My Xero.
The one consumer report doesn’t connect with the underlying information in your consumer or follow blue Xero organisations, for instance a change to an deal with in Xero won’t circulation by to your follow data and vice versa.
We do suggest your workers perceive how a single consumer report works and the best way the fields that correlate will work.
How is a single consumer report totally different from the consumer sync?
The consumer sync software was a restricted resolution that solely stored a small variety of consumer data fields in sync. We all know that this software was inflicting some points for practices which were utilizing XPM and imported their shoppers to Xero HQ earlier than Could 2021. That’s why we turned it off for brand spanking new practices and simplified the fields that may sync between XPM and Xero HQ.
The excellent news is that the one consumer report will take away the problems related to the consumer sync software. Now, all data can be saved in a single central database. Which means that when you make the transition, all consumer data can be drawn from that one shared database which is all the time updated (relatively than synced from one to a different).
What’s going to occur to the prevailing consumer sync software?
In case your follow at present has an lively sync between your linked Xero HQ and XPM accounts, this can be ending on 1 November 2023 in order that we are able to allow the one consumer report. From this date, until you’ve accomplished step one, new shoppers gained’t be mirrored in each merchandise. Moreover, updates to present shoppers gained’t be mirrored in each merchandise till you’ve accomplished step two.
When can my follow transfer to a single consumer report?
We’re planning to have all Xero practices on the brand new single consumer report database by early subsequent yr and we suggest your follow begins these steps as quickly as attainable to start having fun with the advantages. We’ll be emailing you with help all through this course of – that additionally means letting you realize as quickly because the software for step two is obtainable in your follow
How lengthy will this take me?
The time required to create your single consumer report will rely upon what number of consumer data your follow has and the way you’ve used our instruments up to now. For many practices this can take between 15-60 minutes, whereas these with extra organisations and shoppers to pick might have longer. Relaxation assured we’ll be supporting you all through this journey and we’ve got many assets and clear directions to information you.
The place can I discover extra data?
Now we have created a studying course the place there are movies and downloadable assets to assist reply your questions and help your transition. You too can be part of a dwell webinar to study extra concerning the single consumer report and see the 2 step course of in motion. Register for a session right here.
Now we have a brand new hub for the one consumer report migration on Xero Central the place you will discover updated data and directions on methods to make the transfer. As all the time, you can increase a case in Xero Central in case you want help or have any questions.
