As a result of a recent security upgrade implemented by Xero, all Xero app partners connecting to Xero Practice Manager, WorkflowMax (WFM) and Xero SME have to comply with the new security standard by 30 September 2020.
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To assist with this change, the connection between your WFM account and Nimbus must be upgraded before the 30th of September, 2020.
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Note: as part of the upgrade, Xero requires that Two Factor Authentication (2FA) be enforced for ALL STAFF. This will be switched on automatically during the upgrade if not already enabled. When a staff member logs in to their Nimbus account, the 2FA pin will be sent via SMS. If there is no mobile number entered against the Employee profile, it will be sent via email. 2FA is required for both the Nimbus web browser login and login via the CDM AddIns. |
The following article explains the steps involved in upgrading the connection between your WFM account and Nimbus.
Watch the Video
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Overview of steps involved:
Enable your WFM Staff API access privileges
Ensure NO STAFF are modifying your WFM account
Upgrade your WFM to Nimbus connection
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2. Ensure no staff are modifying your WFM account
It is VITAL that staff are not modifying data within your WFM account whilst the Nimbus connection upgrade is taking place. If necessary, please ask ALL STAFF to logout of WFM prior to the upgrade. Depending on the number of Client Entities you are syncing from WFM to Nimbus, the upgrade process may take over 1 hour.
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Login to your Nimbus account with Admin access
Select Admin / AutoMate
Click the Perform Upgrade button
The system will then display a warning relating to item 1.6 above. Please ensure you have performed step 1.6 before proceeding.
If the staff member who has been granted API Access privileges is NOT logged into your XPM account, they will be asked to login via the following screen. If they are logged in, the system will jump to point 6 below.
NOTE:After clicking Yes to the question “Have you enabled your full API Access Privileges” your browser’s Pop-up blocker might prevent the Xero/WFM login page to launch.If the Xero/WFM login page does not open at this point, please check and allow your browser pop-ups as follows:
NOTE: If your browser settings blocked the Xero login dialog to pop-up, you will need to wait 5 mins for the Perform Upgrade button to re-display:
The system will then display the following screen requesting you to confirm the XPM account your Nimbus account will connect to:
To proceed with the upgrade, click the Allow access button.
The system will now display the progress of the upgrade. This information is displayed above the ServerGate buttons as shown below:
When the upgrade is complete, the system will then display the XPM connection and will allow you to again perform a Manual, or a Full Client Sync at any time.
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Prior to the upgrade, Client Entities in WFM which did NOT have a defined Client Code, would display in Nimbus as follows:
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