{"id":2920,"date":"2026-01-29T12:05:35","date_gmt":"2026-01-29T12:05:35","guid":{"rendered":"https:\/\/help.contentsnare.com\/?post_type=ht_kb&p=2920"},"modified":"2026-01-29T12:05:37","modified_gmt":"2026-01-29T12:05:37","slug":"creating-new-clients-in-xpm","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/creating-new-clients-in-xpm\/","title":{"rendered":"Creating new clients in XPM"},"content":{"rendered":"\n

To begin creating clients in XPM directly from Content Snare, you first need to connect them under Settings \u2192 Applications \u2192 Xero Practice Manager.<\/p>\n\n\n\n

Note<\/strong>: Read our article How to Integrate XPM with Content Snare<\/a> for detailed instructions on how to do this.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

If you already have XPM connected, you need to remove and reconnect it to upgrade Content Snare\u2019s permission to write into XPM.:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Once the integration is active, you can choose when new clients should be created in XPM. There are two options:<\/p>\n\n\n\n

    \n
  • As soon as request is completed<\/strong>: Clients are created in XPM when you mark a request as complete.<\/li>\n<\/ul>\n\n\n\n
      \n
    • Only when manually triggered<\/strong>: You control when the data is sent by clicking a button on the request to run the integration actions.<\/li>\n<\/ul>\n\n\n\n

      If you prefer a hands-off approach, the automatic option makes sure everything flows into XPM as soon as a request is finished. If you want more control and the ability to review the information first, the manual option allows you to decide exactly when the client is created.<\/p>\n\n\n\n

      \n