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Follow these steps to connect Xero to MSPbots:  

  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, Xero will prompt you to log in.
  3. 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.
  4. 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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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!