Install and use OnboardMe Assist (Chrome extension)
OnboardMe Assist is a free browser extension that helps you copy bank details, Director ID numbers, and ID verification information from OnboardMe into empty fields in Xero Practice Manager. Anything already filled in Xero is left alone.
It is listed in the Chrome Web Store and works in Google Chrome and Microsoft Edge.
Download / install: Get OnboardMe Assist from the Chrome Web Store
In Chrome, choose Add to Chrome. In Edge, open the same link and choose Get or Add to Edge (allow Edge to install from other stores if prompted).
Before you start
Use Google Chrome or Microsoft Edge on your computer.
Have an OnboardMe login for your practice.
Be able to open clients in Xero Practice Manager.
Ideally, the client is already linked between OnboardMe and Xero Practice Manager (so the extension can match them automatically).
Install from the Chrome Web Store
Open the listing: OnboardMe Assist on the Chrome Web Store.
Select Add to Chrome (in Edge, this may say Get or Add to Edge).
Confirm when the browser asks you to add the extension.
Once installed, you can open OnboardMe Assist from the extensions icon in your browser, or pin it so it stays visible in your toolbar.
Connect it to your OnboardMe account
You do not need to type in keys or passwords for the extension. Connecting happens when you open your profile in OnboardMe (in the same browser where the extension is installed).
Sign in to OnboardMe in Chrome or Edge.
Open your profile (usually via your name or avatar in the top navigation).
Scroll to the Chrome extension section.
If the extension is installed, OnboardMe connects it automatically. You should see a message like Connected for this browser session.
If you see a message asking you to install OnboardMe Assist, go back and add it from the Chrome Web Store, then open your profile again.
Good to know: the connection lasts for your current browser session. If you close the browser completely (or clear the session), open your OnboardMe profile once more to reconnect. You can also choose Disconnect in that same section if you want to remove access.
How it works with Xero Practice Manager
Once connected, use the extension while you are editing a client in Xero Practice Manager.
In Xero Practice Manager, open the client you want to update.
Go to their Tax or AU tax details (where bank, Director ID, and ID verification fields appear).
Open the OnboardMe Assist side panel from your browser.
When a Xero client is detected, the panel shows options such as Fill empty fields and Review OnboardMe data.
Select Fill empty fields (or let empty fields fill when the page is ready). Only blank fields are filled.
What it can fill
Empty bank fields (for example bank name, account name, BSB, account number).
Empty Director ID numbers (copied from OnboardMe into Xero when that field is blank).
ID verification details (such as verified date and notes), when the client is verified in OnboardMe and those Xero fields are empty or incomplete.
Existing values in Xero are never overwritten.
If the client does not match automatically
If the Xero client is not yet linked in OnboardMe, the panel may ask you to search by name. Look up the client in OnboardMe from the panel, review the details, then use Fill empty fields.
If the panel cannot read the page yet, try Refresh connection, or reload the Xero tab and open Tax / AU tax again.
Tips
Keep OnboardMe and Xero Practice Manager open in the same browser (Chrome or Edge).
Make sure you are on the Tax / AU tax section so bank, Director ID, and ID fields are on screen.
Use Review OnboardMe data if you want to check what will be filled before you fill.
After closing the browser, reconnect by opening your OnboardMe profile once.
Related
Still need help?
Contact us