XPM - Update client details via API
As a dedicated Xero partner, I've been leveraging the capabilities of the XPM Suite in conjunction with Seamlss to manage and streamline my operations. While the current integration offers a range of functionalities, I've observed that the existing API limitations are hindering our efficiency.
One of the most pressing concerns is the manual transfer of sensitive client data, especially Bank Details. My administrative team often finds themselves in the tedious and risky position of copying and pasting this critical information due to the API constraints. This not only consumes valuable time but also poses potential security risks.
The Xero Practice Manager's current API documentation showcases a plethora of features, from workflow management to time tracking. However, a deeper integration would significantly reduce manual data handling, enhance data security, and boost overall productivity.
I urge the Xero team to consider expanding the API access for the XPM Suite. Such an enhancement would not only benefit partners like me but would also elevate the user experience for the broader Xero community.
I genuinely hope that my request, stemming from real-world challenges, will be taken into account for the betterment of all Xero partners and users.
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Marnia Kremer commented
This would be a huge benefit to our practice