---
title: 25 August 2022 - XPM Launch Webinar
description: Xero + LYD2 Integration Launch
---

[Skip to content](https://info.lightyeardocs.com.au/supportcentre/25-august-22-xpm-launch-webinar#main-content)

English

Show submenu for translations

[![Asset 46@4x](https://info.lightyeardocs.com.au/hs-fs/hubfs/Asset%2046@4x.png?width=273&height=50&name=Asset%2046@4x.png)](https://www.lightyeardocs.com.au/)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations

 Your Gateway to Growth and Achievement!

- There are no suggestions because the search field is empty.

1. [Success Hub](https://info.lightyeardocs.com.au/supportcentre?hsLang=en)
2. [Webinar & Training Replays](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en)
3. [LightYear Docs - Platform Webinars](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en#lightyear-docs-platform-webinars)

# 25 August 2022 - XPM Launch Webinar

## Xero + LYD2 Integration Launch

In this session, Ashleigh, Ben and Michael will run you through how to Integrate your XPM via the document wizard. They will take you through the benefits of using XPM, along with creating a document and how the import button feature works with your client data.

**Attachments:**

- [25 August 22 - XPM Launch Webinar](https://info.lightyeardocs.com.au/hubfs/25%20august%20xpm.pdf?hsLang=en)
- [XPM Instructions](https://info.lightyeardocs.com.au/supportcentre/xpm-instructions?hsLang=en)
- [How to Integrate your XPM Account](https://info.lightyeardocs.com.au/supportcentre/how-to-integrate-your-xpm-account?hsLang=en)
- [How to Integrate Multiple XPM Accounts](https://info.lightyeardocs.com.au/supportcentre/how-to-integrate-multiple-xpm-accounts?hsLang=en)
- [How to Tell If a Document has an XPM Import Feature Available](https://info.lightyeardocs.com.au/supportcentre/how-to-tell-if-a-document-has-an-xpm-import-feature-available-1?hsLang=en)
- [How to Import Data into an Interview from XPM](https://info.lightyeardocs.com.au/supportcentre/how-to-import-data-into-an-interview-from-xpm?hsLang=en)
- [Parts and Functionality of the Import Client Pop-Up](https://info.lightyeardocs.com.au/supportcentre/parts-and-functionality-of-the-import-client-pop-up?hsLang=en)
- [How to Disconnect Your XPM Account?](https://info.lightyeardocs.com.au/supportcentre/how-to-disconnect-your-xpm-account?hsLang=en)
- [Download your eBooks](https://lightyeardocs.com.au/e-book-order-form/)

<iframe data-hsv-src="https://play.hubspotvideo.com/v/20206033/id/82963138444?autoplay=true" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="82963138444" data-hsv-style="" data-hsv-width="688" data-hsv-height="459" data-hsv-autoplay="true" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

 

- [API Integrations](https://info.lightyeardocs.com.au/supportcentre/api-integrations?hsLang=en#main-content)

    - [Simple Fund 360](https://info.lightyeardocs.com.au/supportcentre/api-integrations?hsLang=en#simple-fund-360)
    - [BGL CAS 360](https://info.lightyeardocs.com.au/supportcentre/api-integrations?hsLang=en#bgl-cas-360)
    - [Xero Practice Manager](https://info.lightyeardocs.com.au/supportcentre/api-integrations?hsLang=en#xero-practice-manager)
    - [FuseSign](https://info.lightyeardocs.com.au/supportcentre/api-integrations?hsLang=en#fusesign)
- [How to Videos](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#main-content)

    - [Platform Training Videos](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#platform-training-videos)
    - [Current Business & Commercial Agreements Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-business-commercial-agreements-documents)
    - [Current Estate Planning Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-estate-planning-documents)
    - [Current Company Establishment Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-company-establishment-documents)
    - [Current Company Variation, Upgrades and Admins Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-company-variation-upgrades-and-admins-documents)
    - [Current SMSF Borrowing Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-smsf-borrowing-documents)
    - [Current SMSF Establish, Maintain and Upgrade](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-smsf-establish-maintain-and-upgrade)
    - [Current SMSF Income Streams Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-smsf-income-streams-documents)
    - [Current Strategists Only Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-strategists-only-documents)
    - [Current Trust Establishment Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-trust-establishment-documents)
    - [Current Trusts Maintenance Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-trusts-maintenance-documents)
    - [Current Human Resources Documents](https://info.lightyeardocs.com.au/supportcentre/how-to-videos?hsLang=en#current-human-resources-documents)
- [Webinar & Training Replays](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en#main-content)

    - [LightYear Partner Solutions Showcase](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en#lightyear-partner-solutions-showcase)
    - [Thursday Strategy Webinars](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en#thursday-strategy-webinars)
    - [Training and Workshop Sessions - Advanced Learning](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en#training-and-workshop-sessions-advanced-learning)
    - [Wednesday Webinars](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en#wednesday-webinars)
    - [LightYear Docs - Platform Webinars](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en#lightyear-docs-platform-webinars)
    - [Work Smarter Series](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en#work-smarter-series)
    - [LYD Strategy Solution](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en#lyd-strategy-solution)
    - [Abbott & Mourly Legal](https://info.lightyeardocs.com.au/supportcentre/webinar-training-replays?hsLang=en#abbott-mourly-legal)
- [Strategy & Solutions](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions?hsLang=en#main-content)

    - [Building and Running a Growth Business](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions?hsLang=en#building-and-running-a-growth-business)
    - [Discretionary Trusts and other Trusts](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions?hsLang=en#discretionary-trusts-and-other-trusts)
    - [Tax Strategies - Must Do](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions?hsLang=en#tax-strategies-must-do)
    - [Superannuation and SMSFs](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions?hsLang=en#superannuation-and-smsfs)
    - [Grant's Blogs](https://info.lightyeardocs.com.au/supportcentre/strategy-solutions?hsLang=en#grants-blogs)
- [Legal & Technical Queries](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#main-content)

    - [Estate Planning](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#estate-planning)
    - [Companies](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#companies)
    - [Business & Commercial Agreements](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#business-commercial-agreements)
    - [Leading Member SMSF](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#leading-member-smsf)
    - [SMSF & Trusts](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#smsf-trusts)
    - [Legal](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#legal)
    - [Troubleshooting](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#troubleshooting)
    - [Documents & Pricing](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#documents-pricing)
    - [Profile and Account Features](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#profile-and-account-features)
    - [About Us](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#about-us)
    - [Human Resources](https://info.lightyeardocs.com.au/supportcentre/legal-technical-queries?hsLang=en#human-resources)
- [Resources Section](https://info.lightyeardocs.com.au/supportcentre/resources-section?hsLang=en#main-content)

    - [Grant's Email Copy all done for you](https://info.lightyeardocs.com.au/supportcentre/resources-section?hsLang=en#grants-email-copy-all-done-for-you)
    - [The Protector Toolkit](https://info.lightyeardocs.com.au/supportcentre/resources-section?hsLang=en#the-protector-toolkit)
    - [Real Estate and Lending Letters and Data Capture](https://info.lightyeardocs.com.au/supportcentre/resources-section?hsLang=en#real-estate-and-lending-letters-and-data-capture)
    - [Client Letters and Recommendations](https://info.lightyeardocs.com.au/supportcentre/resources-section?hsLang=en#client-letters-and-recommendations)
    - [Estate Planning Toolkit](https://info.lightyeardocs.com.au/supportcentre/resources-section?hsLang=en#estate-planning-toolkit)
    - [Leading Member Advice Toolkit](https://info.lightyeardocs.com.au/supportcentre/resources-section?hsLang=en#leading-member-advice-toolkit)
    - [Forms](https://info.lightyeardocs.com.au/supportcentre/resources-section?hsLang=en#forms)
    - [eBook Releases](https://info.lightyeardocs.com.au/supportcentre/resources-section?hsLang=en#ebook-releases)
- [Release Notes](https://info.lightyeardocs.com.au/supportcentre/release-notes?hsLang=en#main-content)

    - [2026 Releases](https://info.lightyeardocs.com.au/supportcentre/release-notes?hsLang=en#2026-releases)
    - [2025 Releases](https://info.lightyeardocs.com.au/supportcentre/release-notes?hsLang=en#2025-releases)
    - [2024 Releases](https://info.lightyeardocs.com.au/supportcentre/release-notes?hsLang=en#2024-releases)
    - [2023 Releases](https://info.lightyeardocs.com.au/supportcentre/release-notes?hsLang=en#2023-releases)
    - [2022 Releases](https://info.lightyeardocs.com.au/supportcentre/release-notes?hsLang=en#2022-releases)
- [In The Media](https://info.lightyeardocs.com.au/supportcentre/in-the-media?hsLang=en#main-content)

    - [Media Articles](https://info.lightyeardocs.com.au/supportcentre/in-the-media?hsLang=en#media-articles)

[![Light LY Logo](https://info.lightyeardocs.com.au/hs-fs/hubfs/LYD%20LOGO_light%20inline.png?width=728&height=727&name=LYD%20LOGO_light%20inline.png "Light LY Logo")](http://www.lyd.com.au)

Copyright © 2026, LightYear Docs

```json
{
  "@context" : "https://schema.org",
  "@type" : "VideoObject",
  "contentUrl" : "https://20206033.fs1.hubspotusercontent-na1.net/hubfs/20206033/GMT20220825-020127_Recording_2256x1504.mp4",
  "dateModified" : "2022-08-25T03:40:42.750Z",
  "duration" : "PT34M19S",
  "height" : 1504,
  "name" : "GMT20220825-020127_Recording_2256x1504",
  "thumbnailUrl" : "https://20206033.fs1.hubspotusercontent-na1.net/hubfs/20206033/GMT20220825-020127_Recording_2256x1504.mp4/medium.jpg",
  "uploadDate" : "2022-08-25T03:40:30.110Z",
  "width" : 2256
}
```