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- Log in to the MSPbots dashboard and navigate to Integrations.
- Select Xero from the list of Integrations. If you're yet logged in, Xero will prompt you to log in.
- Click the Sync button to authorize MSPbots to connect to your Xero company file. After the authentication, the window closes and a successful test connection message is shown.
- Enter a Xero as the Name for data source and click Save.
Data 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.
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