{"_id":"5789afbcf55bf80e00d0c352","project":"56539c418b050e2100f006ca","version":{"_id":"56539c428b050e2100f006cd","project":"56539c418b050e2100f006ca","__v":14,"createdAt":"2015-11-23T23:07:46.327Z","releaseDate":"2015-11-23T23:07:46.327Z","categories":["56539c428b050e2100f006ce","5789af34f55bf80e00d0c34f","5789af4e6a16260e006e7cd4","5789af53d7bf751900e3cbe1","5789af576a16260e006e7cd5","5789af5fc1c3de0e00169dc7","5789af64c1c3de0e00169dc8","5789b0067a572c0e00120269","579919b1b8d3432000fdffc3","590ba9d1030acd0f00f07046","5939cecbc78839000f4bff0e","59c4454a414f98001001f2a9","5a8b9193e4eb600012e90dea","5b511e0bfe048400034364d8"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"parentDoc":null,"githubsync":"","user":"55ef2835e7f5490d000c0e4f","__v":1,"category":{"_id":"5789af64c1c3de0e00169dc8","__v":0,"project":"56539c418b050e2100f006ca","version":"56539c428b050e2100f006cd","sync":{"url":"","isSync":false},"reference":false,"createdAt":"2016-07-16T03:52:04.256Z","from_sync":false,"order":8,"slug":"settings","title":"Settings"},"updates":[],"next":{"pages":[],"description":""},"createdAt":"2016-07-16T03:53:32.187Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":1,"body":"[block:api-header]\n{\n  \"title\": \"Xero Practice Manager / Workflow Max\"\n}\n[/block]\nIf your PlanRight organisation has been disconnected from XPM/WFM, use the **Connect** button to re-authorise your integration.\n\nIf you choose to disconnect a connected account, click the **Disconnect** button.\n[block:api-header]\n{\n  \"title\": \"Sync Mode\"\n}\n[/block]\nThere are four sync modes. This is set in the XPM/WFM tab on the **Settings** page.\n- **Off**: No data is sync'ed from WFM/XPM to PlanRight.\n- **Manual**: Data is synced from WFM/XPM to PlanRight only when you click the sync buttons. Manual sync mode gives you the option to only sync the data you need. Choose from Staff, Jobs, Timesheets, Job templates, Clients or to Clone the Next Job.\n- **Automatic**: Data is synced automatically every [4 hours](http://help.planrightapp.com/docs/connecting-to-workflowmax#daily-sync). You can also customise what is imported from & exported to XPM/WFM. \n\nFor more info on how the sync works, see [Connecting to WorkflowMax/Xero Practice Manager](http://help.planrightapp.com/docs/connecting-to-workflowmax)\n[block:api-header]\n{\n  \"title\": \"Sync Options\"\n}\n[/block]\nImport from Xero Practice Manager/WorkflowMax\n- **Import Jobs**: Bring in new jobs and edits to jobs.\n- **Import Timesheets**: Bring in new timesheets and edits to timesheets (There are a few [limitations](http://help.planrightapp.com/docs/connecting-to-workflowmax#sync-limitations))\n- **Import Leads**: Bring in leads so that they can be planned out like a job. To do this, create a job in WFM that you want to use as a template for your leads, then enter its job number here.\n\nExport to Xero Practice Manager/WorkflowMax\n- **Changes to Tasks**: Changes to task allocations, effort etc. Also if a task gets marked as **Completed**, this will update that task accordingly in XPM/WFM.\n- **Timesheets**: Time logged in Planright creates a timesheet in XPM/WFM.\n- **Notes**: Notes added in Planright are added to the job in XPM/WFM\n[block:callout]\n{\n  \"type\": \"danger\",\n  \"title\": \"Caution\",\n  \"body\": \"Be careful with these settings especially the ones for Job, Task & Timesheet changes. All settings (except leads) are switched on by default. If you would like to change them to suit your organisation's workflow better, contact us for advice at support:::at:::planrightapp.com\"\n}\n[/block]","excerpt":"","slug":"xpm-settings","type":"basic","title":"XPM/WFM Settings"}
[block:api-header] { "title": "Xero Practice Manager / Workflow Max" } [/block] If your PlanRight organisation has been disconnected from XPM/WFM, use the **Connect** button to re-authorise your integration. If you choose to disconnect a connected account, click the **Disconnect** button. [block:api-header] { "title": "Sync Mode" } [/block] There are four sync modes. This is set in the XPM/WFM tab on the **Settings** page. - **Off**: No data is sync'ed from WFM/XPM to PlanRight. - **Manual**: Data is synced from WFM/XPM to PlanRight only when you click the sync buttons. Manual sync mode gives you the option to only sync the data you need. Choose from Staff, Jobs, Timesheets, Job templates, Clients or to Clone the Next Job. - **Automatic**: Data is synced automatically every [4 hours](http://help.planrightapp.com/docs/connecting-to-workflowmax#daily-sync). You can also customise what is imported from & exported to XPM/WFM. For more info on how the sync works, see [Connecting to WorkflowMax/Xero Practice Manager](http://help.planrightapp.com/docs/connecting-to-workflowmax) [block:api-header] { "title": "Sync Options" } [/block] Import from Xero Practice Manager/WorkflowMax - **Import Jobs**: Bring in new jobs and edits to jobs. - **Import Timesheets**: Bring in new timesheets and edits to timesheets (There are a few [limitations](http://help.planrightapp.com/docs/connecting-to-workflowmax#sync-limitations)) - **Import Leads**: Bring in leads so that they can be planned out like a job. To do this, create a job in WFM that you want to use as a template for your leads, then enter its job number here. Export to Xero Practice Manager/WorkflowMax - **Changes to Tasks**: Changes to task allocations, effort etc. Also if a task gets marked as **Completed**, this will update that task accordingly in XPM/WFM. - **Timesheets**: Time logged in Planright creates a timesheet in XPM/WFM. - **Notes**: Notes added in Planright are added to the job in XPM/WFM [block:callout] { "type": "danger", "title": "Caution", "body": "Be careful with these settings especially the ones for Job, Task & Timesheet changes. All settings (except leads) are switched on by default. If you would like to change them to suit your organisation's workflow better, contact us for advice at support@planrightapp.com" } [/block]