How to re-connect SuiteFiles and WFM / XPM

If you receive the error The parent folder used for Document Management cannot be accessed in either Xero Practice Manager or WorkflowMax, an XPM/WFM admin account who is also a SuiteFiles Administrator will need to do the following:

First, in XPM or WFM, authorise yourself to have permission to connect 3rd party systems.

  1. Go to Business > Settings
    XPM business settings
  2. Click Staff
    XPM staff
  3. Click your name
  4. Scroll to the API Access Privileges section
  5. Under Authorise 3rd Party Full Access, select Full
    XPM third party
  6. Click Save
  7. Go back to Business > Settings
  8. Under the Connections section, select Document Management
    XPM doc mgmt-1
  9. Under 'SuiteFiles', select Disable to remove your existing connection
  10. Then click Enable to reconnect your integration with SuiteFiles
  11. You will be redirected to integrations.suitefiles.com
  12. Click Connect for either WorkFlow Max or Practice Manager depending on which platform you use
    SF connect integrations
  13. Follow the on-screen prompts to sign into your XPM or WFM account, and allow the connection by selecting Allow access
    XPM allow access
  14. You’ll be redirected to the Document Management screen in XPM where the SuiteFiles option will now show Disable.  This means you've successfully reconnected your integration. 
  15. Everyone in your team must now refresh their SuiteFiles site by refreshing their browser, or by pressing CTRL + F5 on their keyboard.
  16. This will update all Clients and Contacts lists in SuiteFiles and allow you to populate file and email templates and you should no longer see any connection error messages in XPM/WFM.