How to get the Id of the staff member responsible for leads in Xero Practice Manager

The PracticePlus Xero Practice Manager integration synchronises Contacts / Clients / Leads between your PracticePlus Website and Xero Practice Manager.

A staff member id is required in order for the Xero Practice Manager lead integration to work. All leads created in Xero Practice Manager must belong to a staff member for tracking purposes.

Go to Admin > Staff

Go to Admin > Staff

Click on the staff member who will manage leads

Click on the staff member who will manage leads

Copy or write down the Id of the staff member

Copy or write down the Id of the staff member
  1. Navigate to your web browser address bar
  2. Write down the id number of the staff member
  3. Advise the PracticePlus Support team of the id