N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai
to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
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 yet logged in to Xero, you are prompted to log in.
3. Click the Sync button to authorize MSPbots to connect to your Xero company file. Authentication starts and the window closes when it is done. A successful test connection message is shown.
4. Enter a Xero as Name for the data source and click Save.
5. Test your connection.
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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N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!