How to tell if a document has an XPM import feature available?

This article will help you to identify the templates that are XPM import-ready.

1. Go to Document Wizard found under Quick Links at the bottom right of your Surge account. 

2. Go to My Integrations and under Accounting Software is the Xero Integration. Please be advised that you need to have a XPM account to connect. To connect your account, kindly check this link: How to integrate your XPM account?

3. Go to templates, choose the document that you want to work on. A document has an XPM import feature available if there's a Xero logo found just beneath the document name. 

Need more help?

- Contact support through your Organisation Support chat in Surge

- View this training video - XPM and LYD Integration