Xero Practice Manager connector

SyncHub supercharges your Xero Practice Manager account by freeing your data for advanced reports and analysis. Simply connect your Xero Practice Manager account to our hosted data warehouse, then start reporting using your favourite reporting tools like PowerBI, Tableau or Microsoft Excel.

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How it works

Get your Xero Practice Manager data into your favourite reporting tool in just two minutes and three easy steps.

1 2 3 Connect Xero Practice Manager to SyncHub

Securely connect your cloud software to SyncHub and we'll do the rest.

1 2 3 We sync your data automatically

SyncHub incrementally syncs your data and stages it in a managed data warehouse. We check for changes so you don't have to.

1 2 3 Connect your reporting tool

Use reporting tools like Excel, Tableau or Power BI to connect directly to your data and build sophisticated reporting and dashboards.

What data do you need from Xero Practice Manager?

Our simple data structures make your reporting a breeze

 Client contact
 Client custom field
 Client group
 Client group client
 Custom field definition
 Custom field option
 Invoice cost
 Invoice task
 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 custom field
 Purchase order
 Purchase order cost
 Quote cost
 Quote option
 Quote task
 Staff member
 Supplier custom field
 Timesheet custom field
Explore the full Xero Practice Manager data model here

Frequently asked questions

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.
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.
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.
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.
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.
No. SyncHub is a reporting tool and cannot reflect changes back to your cloud application.
We currently sync Category, Client, Client contact, 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.
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.
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.

About Xero Practice Manager

Visit the Xero Practice Manager website

Xero Practice Manager (XPM) is built with accounting and bookkeeping partners in mind. It's a comprehensive tool for tracking time, managing workflow and billing all built in the cloud.

Practices that have 3+ staff and more than 200 clients would benefit from the power of XPM.