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Nagaris Mail (Microsoft 365)
Clients, groups & contacts
Integrations (XPM, Xero & BGL)
Fixing an XPM connection or client link issue
Understanding integrations in Nagaris
Connecting Xero Practice Manager (XPM) to Nagaris
Importing your XPM data (including large exports)
How XPM sync works and why changes aren't instant
Choosing which client groups sync to XPM (the green XPM icon)
Mapping XPM business structures and linking XPM staff
Stop company names importing in CAPITALS — controlling name formats
Connecting Xero to Nagaris
Handling Xero, MYOB and QuickBooks advisor invites from clients
Importing your billing data from your billing system (Billing Import)
Connecting BGL (CAS 360 and Simple Fund 360) and fixing 'not authorized' errors
Composing a BAS return: readiness holds and the cash-basis check
Reviewing and resolving data conflicts with XPM and BGL
Reviewing and resolving data conflicts with BGL and XPM
Resolving data conflicts with Data Hygiene
Invoices, payments & billing
Dashboard, reports & documents
Inbox, email & SMS
Team, roles & organisation settings
Engagements & proposals
Getting started & your account
AML & identity verification
Jobs, tasks & timesheets
Reviewing and resolving data conflicts with XPM and BGL - Nagaris Docs | Productlane
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