Cradle for Xero Practice Manager

What Cradle does inside Xero Practice Manager today

The integration covers three jobs: showing the right client when a call comes in, saving everyone a step when calling out, and tracking how much time you're spending with each client.

• Caller identification. When the phone rings, Cradle matches the inbound number against your XPM client list and shows the client name and primary contact before you answer. No fishing through XPM mid-conversation, no "sorry, who am I speaking with?"
• Click-to-call. Phone numbers in XPM client records become click-to-call links. The Cradle desktop app picks up; the call dials. Saves a copy-paste each time someone calls a client back.
• Call-time tracking against XPM clients. Every call's direction and duration is logged in Cradle's admin reporting against the matching XPM client. You can see how much time the team is spending with each client and make sure you're billing for it.

Simple to use, gives clients a better experience because the team always knows who's calling, and gives the partners a clear view of where the call hours are going.

Coming in 2026

Deeper activity logging is in development for the second half of 2026. The shape of the work:

• Every call writes an activity to the matching XPM client, with direction, duration, recording link and AI-written summary.
• Voicemail transcripts attach to the client's activity feed.
• Optional billable time-entry draft posted to the right XPM job, ready for partner review at month-end.

We're bringing XPM up to speed with our other integrations. If you need full activity logging today, check out Cradle × FYI — it's live and covers the same shape of integration today. Many firms run XPM and FYI together; Cradle works with both.

How to log in to Xero Practice Manager with Cradle

Cradle's XPM integration takes about 5 minutes to set up, and stays with you no matter where you're working from. You don't log in to XPM through Cradle — you sign in to XPM the same way you always have, then connect Cradle to it once. The process is as simple as:

1. Set up your Cradle account. The fastest path is to book a 30-minute call so we can provision your number, users and basic routing while we're on the line. If you'd rather self-serve, the 7-day trial is at cradle.io/get-started.
2. Open Cradle Admin. Go to admin.cradle.io and sign in with your Cradle credentials.
3. Add the Xero Practice Manager integration. From the admin sidebar, choose Integrations, then click "Add integration" and pick Xero Practice Manager. Cradle redirects you to xero.com to log in.
4. Sign in to Xero. Use your Xero credentials (the same ones you use for Xero Practice Manager). If your firm uses single sign-on, sign in via your identity provider.
5. Authorise Cradle. Xero asks you to confirm that Cradle can read your XPM client list. Click "Allow access".
6. Choose your XPM organisation. If you administer multiple Xero organisations, pick the one with your Practice Manager data. Cradle will sync the client list automatically, usually within a minute.

You're done. Inbound calls will start showing XPM client context immediately. Firms with more than 5,000 XPM clients may see the initial sync take up to ten minutes; Cradle emails the admin who set up the integration when the sync completes.