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Integration is up and running, please go to Integrations to get it set up, detailed instruction is coming soon.
Follow these steps to set up Xero to connect to MSPbots. the ConnectWise Automate Integration:
1. Log in to the MSPbots dashboard and navigate to Integrations.
2. Select Xero from the list of Integrations. If you're not currently yet logged into in to Xero, you are prompted to log in.
3. Click the Sync button to authorize MSPbots to connect to your Xero company file. After authentication, Authentication starts and the window closes and a when it is done. A successful test connection message is shown.
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