Available Connectors

Knowledge base

Available Connectors - Inbound to Xeppo

* 2-way syncing is available with the following connectors:

  • Xplan
  • Xero (all versions)
  • Netwealth coming soon

 

Connector Category Connector Type
AdviceOS Wealth Management Manual Data Export/Import
AdviserLogic Wealth Management Scheduled Export/Auto Import
APS Accounting/PM On-Premise API
CAS 360 Corporate Affairs Web API
CDM Solutions Insurance Scheduled Export/Auto Import
Class Superannuation Web API
CoMetrix Revenue Scheduled Export/Auto Import
CommPay Revenue Manual Data Export/Import
Dash Wealth Platform Scheduled Export/Auto Import
Flex Loan Management Scheduled Export/Auto Import
Mercury Revenue Loan Management Manual Data Export/Import
Mercury CRM Loan Management Manual Data Export/Import
Moneysoft Wealth Management Web API
MYOB (AO & AE) Accounting/PM On-Premise Scheduled Export/Import
MYOB AccountRight Cloud Accounting Web API
Netwealth Wealth Platform Scheduled Data Export/Import
PayLogic Revenue Scheduled Data Export/Import
Plutosoft Wealth Management Scheduled Data Export/Import
Revex Revenue Manual Data Export/Import
Simple Fund 360 Superannuation Web API
Worksorted Revenue Scheduled Data Export/Import
Xero Client (your client's Xero Blue) Cloud Accounting Web API (2-way sync)
Xero Practice (your own Xero Blue) Cloud Accounting Web API (2-way sync)
Xero Practice Manager (XPM / Xero Green) Accounting/PM Web API (2-way sync)
Xero Tax (ITR/CTR) Accounting/PM Manual Data Export/Import
Xplan Wealth Management Scheduled Export/Auto Import (2-way sync)
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