Xero Practice Manager connector

Frequently asked questions

• How do I create advanced reports for Xero Practice Manager?
  With SyncHub, you can create any report you like. This is because (unlike other reporting tools) we give you access to your raw Xero Practice Manager data. If you don't already have a reporting tool, grab one of our recommended ones then use its standard Database Connector to connect to SyncHub and begin pulling down your data.
• How can I get a real-time feed of my Xero Practice Manager data?
  SyncHub can poll Xero Practice Manager as frequently as every five minutes, however this capability may be limited by the amount of data you have and/or the type of plan you have with Xero Practice Manager. The best way to find out is to simply grab a free trial of SyncHub, connect Xero Practice Manager, then see for yourself.
• How do I query and report on data from Xero Practice Manager?
  There are many ways to query data from Xero Practice Manager - CSV exports, Native Reports, API access etc. But for all but the most trivial reports, you need a staging service like SyncHub to ensure performance and uptime. See our detailed breakdown here to understand where a tool like SyncHub fits into your analytics stack.
• What reports does SyncHub offer?
  SyncHub steps in where out-of-the-box reporting solutions fall over. We don't presume to know the questions you need of your data, and thus we don't provide any reports. What we do give you is raw data - as pure as possible - so you can build the reports that you need for your business.
• Can I use SyncHub with my existing reporting tools and BI dashboards?
  Yes! That's exactly what SyncHub was designed for. Just use the standard Database Connector from your reporting tool to connect to SyncHub and start bringing in your data.
• Can I update Xero Practice Manager using SyncHub?
  No. SyncHub is a reporting tool and cannot reflect changes back to your cloud application.
• Precisely what data from Xero Practice Manager does SyncHub provide?
  We currently sync Category, Client, Client custom field, Client group, Client group client, Cost, Custom field definition, Custom field option, Invoice, Invoice cost, Invoice task, Job, Job assignee, Job cost, Job cost custom field, Job custom field, Job milestone, Job note, Job note comment, Job task, Job task assignee, Job task custom field, Lead, Lead custom field, Purchase order, Purchase order cost, Quote, Quote cost, Quote option, Quote task, Staff member, Supplier, Supplier custom field, Task, Template, Timesheet and Timesheet custom field (see our Data Model for full details). If there's something else you need just ask.
• Where does my data go?
  Your Xero Practice Manager data is stored in its own dedicated data warehouse, hosted in our Microsoft Azure Sydney Data Center. If you'd like it stored somewhere else (even your own servers), just enquire about our BYOD (bring-your-own-database) option.
• Is my data secure?
  Absolutely. Every customer gets their very own isolated data warehouse. Database credentials are salt-encrypted...multi-factor authentication can be activated for your account...we take security very seriously.