Integrations
XPM integration FAQs
Frequently asked questions about our XPM integration.
FAQs
Can I connect two XPM Practices to Cradle?
At the moment we only integrate with one XPM Practice at a time.
How do I open XPM when I'm in a call?
Once you have answered a call, click on the caller's name to launch XPM directly to that client (Cradle desktop app only)
Can I see call information in XPM?
If call timesheets are switched on, Cradle logs each answered call as a time entry against an XPM job. Otherwise, we pull client phone number details from XPM into Cradle. An administrator can turn timesheets on from the integrations page.
What happens to calls that don't match a client?
If you've set a default client for internal work in your XPM timesheet settings, those calls are booked against that client. If you haven't, they're left unlogged. This covers internal calls and unrecognised numbers.
How long will it take my contacts to go from XPM to Cradle?
When you first connect Cradle to XPM, you will need to manually sync your contacts to the desktop app by going to Settings ⚙> Sync Contacts.
After the first sync your contacts will sync every 24 hours or every time your start the Cradle app, whichever happens first.
How do I disconnect Cradle from XPM?
To disconnect, visit the integrations page in Cradle and click Disconnect. More information is available on our help site, including step by step instructions. You can also disconnect from within XPM.
If I disconnect XPM do you delete XPM contacts from Cradle?
Yes, client contact data is removed when you disconnect.