Overview: Find below the list of XPM entity types Active currently support and how they are mapped to entity types in the Active Platform.
Please refer to the Glossary for definitions of key terms used in this article.
Supported XPM entity types
To ensure entities display correctly (and not as a 'Generic Entity' type), please use one of the supported XPM entity types listed below.
XPM ENTITY TYPE (SOURCE) | ACTIVE PLATFORM ENTITY TYPE (DESTINATION) |
Company | Company |
Unit Trust | Unit Trust |
Trust – Estate | Discretionary Trust |
Partnership | Partnership |
Individual | Individual |
Superannuation Fund or | Superannuation Fund |
Association | Association |
Trust | Trust |
Discretionary Trust | Discretionary Trust |
Estate | Estate |
Limited Partnership | Limited Partnership |
Limited Liability Partnership | Limited Liability Partnership |
Club or Society | Society |
Not For Profit | Charitable Company |
(Any other type) | Generic |
Additional resources
For any other XPM integration related information, see the following support article: How to set up and use the Active - Xero Practice Manager (XPM) integration.
If there are any additional entity types you’d like us to add request support for, please email us at [email protected].