At Xero, we’re committed to protecting the data and privacy of our partners and customers. We take this responsibility very seriously and we’re constantly looking for ways to improve security across our platform.
To meet compliance rules that are being set out by tax offices around the world and to continue leading in best practice, we’re implementing new global security standards for digital services providers with add-on marketplaces. These standards come into effect 6 April 2020. You can read more about what will be required here.
To meet the new standards, we’re upgrading the WorkflowMax API to v3. The new version will be available from 6 April 2020.
You’ll need to update your connection by certain deadlines or your connection to other apps will stop working. Deadlines depend on how you use the API and are explained in each link below.
The WorkflowMax API (WFM API) has been split to manage business connections and practice connections, and there will be more stringent security requirements.
We have also created a new Xero Practice Manager API (XPM API) specifically for the accounting and bookkeeping channel. There is a different set of instructions and deadlines for those who want to access this new XPM API.
You will need to upgrade your existing API connection to either the WFM API or the XPM API. If your app needs access to both, then you will need to create two connections for your WorkflowMax and Xero Practice Manager customers.
There are also authentication and URL changes which you will need to make to complete the upgrade.
To find out what you need to do by when and how these changes will affect you, click the link (or links) that best describes how you connect via the API to your account.
Example: I’m an accountant using Xero Practice Manager and I also use the Practice Ignition app to integrate my client engagements, proposals and payments.
See instructions
Example: I’m a developer and I’ve created an app for accountants and bookkeepers that integrates with XPM, like AccountKit.
See instructions
Example: I’m an XPM user who paid for a bespoke integration between my XPM account and another application I own, for instance my XPM account and a marketing website.
See instructions
Example: I connect my WorkflowMax account with one or more apps like Deputy and Receipt Bank.
See instructions
Example: I’m a developer and I’ve created an app for small businesses that integrates with WorkflowMax, like Better Scheduling.
See instructions
Example: I’m a WFM user who paid for a bespoke integration between my WFM account and another application I own, for instance my WFM account and a marketing website.
See instructions
