Xero Practice Manager connector for Okou
Connect Xero Practice Manager to manage practice clients, jobs, staff, time, invoices, quotes, and job costing.
Sales & operations · OAuth access token
Use Xero Practice Manager in Okou
Xero Practice Manager API 3.1 for clients, client groups, jobs, staff, time sheets, costs, invoices, quotes, custom fields, and templates.
Once connected, supported Xero Practice Manager actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Xero Practice Manager
- Read the Xero connections available to the authorized user.
- Read Practice Manager clients, contacts, client groups, documents, relationships, and client custom fields.
- Read Practice Manager categories, jobs, tasks, costs, invoices, quotes, templates, job states, and job custom fields.
- Read Practice Manager staff records.
- Read Practice Manager time-sheet entries.
- Disconnect a Xero connection from the authorized user.
How the Xero Practice Manager connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Xero Practice Manager
Choose OAuth access token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Xero Practice Manager securely
Use the connection method that fits your account and grant only the access the workflow needs.
- OAuth access token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What Xero Practice Manager covers
The topics this connector's published operations touch.
- practice management
- client management
- job management
- time tracking
- accounting
Xero Practice Manager connector questions
- What can Okou do with Xero Practice Manager?
- Connect Xero Practice Manager to manage practice clients, jobs, staff, time, invoices, quotes, and job costing. Documented actions include: Read the Xero connections available to the authorized user. Read Practice Manager clients, contacts, client groups, documents, relationships, and client custom fields.
- How do I connect Xero Practice Manager to Okou?
- Connect Xero Practice Manager using OAuth access token. The connection controls which supported actions a workflow can use.
- Can Xero Practice Manager run in an automated workflow?
- Yes. After it is connected, supported Xero Practice Manager actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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