Overview
VerifiMe integrates directly with Xero Practice Manager (XPM), allowing your firm to send, track, and store client identity verifications without switching systems.
Once connected, you can sync client contact details from VerifiMe into XPM in a few clicks—eliminating manual data entry. Clients receive a guided verification link via email, and completed results are returned directly to XPM to support your AML/CTF compliance requirements.
Before You Begin
Before setup, ensure you have:
An active VerifiMe Management Portal account
Access to your firm's Xero Practice Manager account
The staff member connecting the integration must have the "Connect third-party add-ons" permission enabled in XPM. To enable it, go to Business → Staff, select the staff member, open the Permissions tab, scroll to Advanced, and toggle on "Connect third-party add-ons". Without this, Xero will block authorisation with the error: "You don't have access to connect any Xero Practice Manager accounts." Only an XPM administrator can update staff permissions.
Client contacts in XPM with valid email addresses
Part 1: Connect Xero Practice Manager to VerifiMe
Step 1: Navigate to Integrations
Log in to VerifiMe and go to:
Settings → Integrations
Step 2: Select Xero Practice Manager
Locate the Xero Practice Manager tile and click Connect.
Step 3: Authorise the Connection
A pop-up window will prompt you to sign in to Xero.
Select the organisation you want to connect
Click Allow access
Note: If you see the error "You don't have access to connect any Xero Practice Manager accounts", your XPM administrator needs to enable the "Connect third-party add-ons" permission for your account under Business → Staff → Permissions → Advanced.
Step 4: Confirm the Connection
The integration card should now display as Active.
Step 5: Check XPM for VerifiMe Custom Fields
The integration automatically creates custom fields in XPM to store VerifiMe verification data. Check your client records in XPM to confirm these fields are visible and ready for use.
Part 2: Send a Verification Request to a Client
Step 1: Select a Client
From your client list in Xero Practice Manager, choose the client you want to verify.
Note
Ensure your client’s email address is accurate so the verification invitation can be delivered successfully.
If phone and address details already exist in Xero Practice Manager, the integration will prefill this information for the client. Confirm these details are correct before sending the request.
Step 2: Open Client Details
Click Edit Details and locate the Custom Fields section.
Step 3: Trigger the Verification
Select a correct Org Code (Read more about Org Codes here), tick “VerifiMe – Request”, then click Save and Close.
An email invitation will be sent to the client’s registered email address with a link to complete verification.
Step 4: Review Verification Results
Wait for the client to complete the process.
Once finished, verification results—including a link to VerifiMe—will appear in the client record within XPM.
What are Org Codes?
Org Codes are same as your invite codes from VerifiMe Management Portal.
If you have multiple Org Codes, please make sure you select correct one as each invite codes have different verification flows.
Part 3: What your client experiences
Your client doesn't need a VerifiMe account. Here's what they see:
They receive an email from your firm with a secure, unique verification link.
They click the link and are guided through a simple, mobile-friendly identity verification process — typically taking under 2 minutes.
They consent to the verification and provide the required identity documents (e.g. Australian driver licence, passport).
VerifiMe checks their details against the Document Verification Service (DVS) — the Australian Government's official identity document registry.
Once complete, they receive confirmation that their verification has been submitted.
Your client's data stays theirs. VerifiMe uses a consent-based model, meaning clients explicitly authorise each verification. Their verified identity is also stored in a shareable digital ID wallet, so future verifications with your firm (or others using VerifiMe) can be completed even faster.
Need Help?
If you have any questions or run into issues setting up the integration, contact our support team at [email protected].
Please include your firm name and a brief description of the issue so we can assist you more efficiently.