This training session covers the SuiteFiles and XPM integration. We'll take a look at how to install the Chrome extension, how to create new client, job folders in SuiteFiles and more.
Want to learn more?
This training session will cover the following topics:
- Installing the SuiteFiles Chrome extension
- Setting up the Xero Practice Manager Integration
- Using the Xero Practice Manager and SuiteFiles Integration
See also:
- Xero Merge Fields for Templates
- Recommended Folder Structure When Using Xero Practice Manager
- Are there any characters that cannot be used in XPM Client Names?
More On-Demand Training:
Just finished Xero Practice Manager Training and want to learn more? Move onto one of our next training sessions below:
| 📌 Basics Training (60 min) | 📋 Templates Setup (60 min) |
| Logging into SuiteFiles | Folder, File & Email templates |
| File and folders Basics | Merge Fields for templates |
| Downloading our apps | Managing templates |
| 🔐 Administrator Training (45 min) | 📝 Document Signing & Connect (60 min) |
| Security groups | Preparing and sending documents for signing |
| Managing Permissions | Managing Document Signing |
| Managing billing & invoices | Collaborating with clients using Connect |
We're also always updating our Help Centre so if you have a question that hasn't been covered or want to request a webinar please don't hesitate to contact our team.