How to Sign In WorkflowMax/Xero Practice Manager

To sign in WorkflowMax you need to select from the menu Add-ons -> G-Accon for WFM & XPM -> WorkflowMax Sign In or Practice Manager Sign In.

For G-Accon for WFM & XPM you will see a new pop-up “Login to WorkflowMax.com” or "Login to Practice Manager.com" window where you need to click on “Connect to XERO” .

By pressing “Connect to XERO” button you will be redirected to xero.com web site login screen. Enter your credentials and login to Xero.

Select Organization you need to pull data from and click on the “Allow Access” button.

Upon successful login to WorkflowMax/Xero Practice Manager you will see the below screen. Then you go to Google sheets which will activate G-Accon Add-ons we just added.