Upgrading the connection to your Xero account

As a result of a recent security upgrade implemented by Xero, all Xero app partners connecting to Xero Practice Manager, WorkflowMax and Xero SME have to comply with the new security standard by 30 September 2020.

What you need to do by 30th September, 2020

Your Xero PM / WorkflowMax integration must be upgraded to use a new Xero integration by 30th of September, 2020.

If you are using Xero SME to connect to your Nimbus account, you must refresh your connection.

Before either performing the upgrade or refreshing your connection, please read the step-by-step instructions below for your integration type.

 

Upgrading your Xero PM to Nimbus connection

Upgrading your WorkflowMax (WFM) to Nimbus connection

Upgrading your Xero SME to Nimbus connection