Setting up your account for XPM Extracts

a step by step guide on how to set up your XPM account for Extracts to be transferred into Everperform

Daniel Spitty avatar
Written by Daniel Spitty
Updated over a week ago

The best place for this to start is to provide Everperform with access to XPM. You can do this by adding an Everperform member - daniel.spitty@everperform.com - as a user and providing them with the following General and Finance privileges:

(Please note, if you have connected apps, adding this new user may trigger some related workflows, something to be mindful of)
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Once this is completed simply inform your Everperform contact and will begin the process of updating your XPM data into Everperform.

If you would prefer not to complete the extraction process as laid out above, you can use the automated XPM integration through the API found here. This will however severely limit the amount of data we are able to gather from your XPM account

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