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Follow these steps to set up connect 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 yet logged in to , Xero , will prompt you are prompted to log in.
3. Click the Sync button to authorize MSPbots to connect to your Xero company file. Authentication starts and After the authentication, the window closes when it is done. A and a successful test connection message is shown.
4. Enter a Xero as the Name for the data source and click Save.
5. Test your connection.
DashboardsData sync starts immediately and completes after 20-30 minutes. Dashboards, reports, datasets, and gauges are added to your account after the data source is saved. They start syncing immediately and typically complete syncing after 20-30 minutes.
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