Link works exclusively with Xero Practice Manager so your integration between the two systems will be setup as part of setting up your trial. Once you have created your account, the first step is to connect your account with Xero Practice Manager. Once this is done successfully, you will be prompted to kick off your initial sync.
If you ever need to disconnect your account, you can navigate to ‘Integration’ in Link HQ and disconnect your account.
There are three types of syncs that occur between Link and Xero Practice Manager. These are:
- Initial Connection Sync
- Link to Xero Practice Manager Sync
- Xero Practice Manager to Link Sync
Details of these three syncs will be covered in the following sections.