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
• XPM Instructions
• How to Integrate your XPM Account
• How to Integrate Multiple XPM Accounts
• How to Tell If a Document has an XPM Import Feature Available
• How to Import Data into an Interview from XPM
• Parts and Functionality of the Import Client Pop-Up
• How to Disconnect Your XPM Account?
• Download your eBooks