Vinyl's integration with Xero Practice Manager (XPM) connects your meeting records with your practice management system by pulling your clients, contacts, and groups into Vinyl.

Once connected, Vinyl will sync:

This helps keep your meetings, summaries, and transcripts tied to the right records so everything stays organised and aligned with your XPM setup.

The integration syncs client data into Vinyl. It doesn't send notes, action items or to-dos from Vinyl into XPM.

You need to be a Master Admin in Vinyl and have the Connect third-party add-ons permission in XPM to connect the integration.

Go to Integrations in the left-hand menu of your Vinyl account

Find the XPM card and click Connect

Sign in to the Xero account connected to your XPM. Follow the prompts to authenticate and approve the connection

Once connected, Vinyl will begin syncing your client data from XPM.

If you sign in to Xero and land back on the Integrations page with nothing connected, check that you're a Master Admin in Vinyl.

Does Vinyl push meeting notes or tasks back to XPM?
No. The integration syncs client data into Vinyl only.

How often does Vinyl sync data from XPM?
Vinyl runs a sync once a day. There is no fixed time for the sync, it runs approximately 24 hours after the last sync was completed.

How can I tell if my XPM sync is up to date?
Vinyl keeps track of the last time your XPM sync completed successfully. If syncs haven't been able to complete for more than 24 hours, you'll see a warning on the XPM card under Integrations, so you'll know your client list in Vinyl may not reflect your latest changes in XPM. If you spot that warning, chat with us below and we'll help get things syncing again.

Can I manually trigger a sync from XPM?
Not at this time. Vinyl handles syncing in the background.

What happens if I update client information in XPM?
If you update client, contact, or group information in XPM, those updates will appear in Vinyl after the next daily sync.

Do I need admin access to connect the integration?
You'll need to be a Master Admin in Vinyl, and have the Connect third-party add-ons permission enabled on your XPM user account. If the XPM permission isn't enabled, your XPM administrator can turn it on. Learn how to enable this permission.

Switching from XPM to a different PM system?
If you're planning to disconnect XPM and connect Karbon or FYI, we recommend removing your synced XPM data before reconnecting. When you click Disconnect, Vinyl will give you the option to remove all contacts, clients, and groups that were synced from XPM. This prevents duplicate records when your new integration imports its own contacts. See Avoid Contact Duplicates When Switching PM Systems.

Vinyl currently supports one active practice management integration at a time. That means if you're already connected to:

…you won't be able to connect to a second integration until the first one is disconnected.