Xero Practice Manager

How to disconnect your XPM account?

This article will help you to disconnect your XPM integration from your LYD account.

To disconnect to your XPM, follow these steps:  

1. Go to your Document Wizard found under Quick Links at the bottom of your Surge account.  
2. Go to My Integrations and under Accounting Software is the Xero integration. 

3. Click the Disconnect from Xero button to disconnect.  

Need more help?

- Contact support through your Organisation Support chat in Surge

- View this training video - XPM and LightYear Docs Integration