Website to Practice Connector

Automatically create clients, contacts and jobs and supporting documents in Xero Practice Manager from your WordPress website when clients and prospects submit forms.

We are entering the digital age of bookkeeping and accounting and your firm needs to keep up with times to stay alive; we hear you! Your firm might be using Xero Practice Manager to manage your clients and your firm surely has a website already right? So why not integrate your website forms with Xero Practice Manager, so that clients, contacts and jobs can be created automatically and any files the client uploads in your forms can be attached as documents to the job. With the power of Gravity Forms, the best form system for WordPress you can easily map your form fields to Xero Practice Manager in a matter of seconds and start automating your processes and ensure more accurate data entry.

To get started you need to get your account and API key from Xero, which can be done via their help centre. Then go to the plugin settings: Forms > Settings > Xero Practice Manager Connector and enter the details provided by Xero. Then save the settings and the connection has now been made! To confirm this we list your categories, staff and templates below in a table format which can be used for future reference.

settings xero practice manager

Now in the form settings for any particular form you can map out the standard Xero Practice Manager fields with your Gravity Forms fields. This is broken up into 3 sections, clients, contacts and jobs. Above this you can choose whether you want to add all upload files to Xero Practice Manager as documents, and you can also add a CSV file of the all the submitted forms as a document to Xero Practice Manager as well!

You can also set an opt-in condition so form submissions are only sent toXero Practice Manager if an and/or criteria is met or not met.

If you need additional functionality, please don’t hesitate to contact us we and we can provide a quote for custom development work.

Gravity Forms to Xero Practice Manager Field Mapping

About Xero

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Try Xero for free.

Xero connected app

How to Connect

Setting up the Website to Practice Connector plugin and mapping your forms to Xero Practice Manager is simple:

  1. Ensure you have a Xero account and you have Gravity Forms setup on your WordPress website.
  2. After purchasing our plugin, install and activate the Xero Practice Manager to Gravity Forms Connector plugin.
  3. Note: Before doing this step, please ensure you have no conflict mode turned to off in the main Gravity Forms settings otherwise you will run into errors when trying to connect to your Xero Practice Manager account. Go to the plugin settings (Forms > Settings > Xero Practice Manager) and enter in your order id and purchase email and click the Xero Connection button, please follow the prompts and you will be returned back to your website. If you are running into an issue in this step and it is saying “You don’t have access to connect any Xero Practice Manager accounts” – please ensure you have enabled to “authorise 3rd party full access” from your user settings as shown in this screenshot. The user settings can be accessed by going to Business > Staff > {Your Name}, and then go to the very bottom of this screen.
  4. Create your Gravity Forms form with all the fields you would like to sent to Xero Practice Manager, then in the form settings go to the “Xero Practice Manager Connector” tab and create a feed and then map the Xero Practice Manager fields to your forms fields.
  5. That’s it! Now when clients/prospects submit your form a client/contact and or job will be created for them in Xero Practice Manager.
xero partner

A must-have connection at a low price!

The Website to Practice Connector provides a simple WordPress Plugin that can can pay itself off in just a couple of hours! Streamline your practice by getting your clients to create their own jobs in Xero Practice Manager instead of you manually entering this information. Not only will our plugin save hours but it will also improve the accuracy of your data.

Website to Practice Connector includes free updates for 1 year and the plugin can be renewed for continual updates if necessary.

Gravity Forms, Xero and WordPress are separate products and not owned or managed by Northern Beaches Websites.

Terms and Conditions
Please read the terms and conditions for the Website to Practice Connector here.