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!
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 MSPbots and navigate to Integrations.
2. Select Xero from the list of Integrations. If you're not currently logged into Xero, you are prompted to log in.
3. Click the Sync button to authorize MSPbots to connect to your Xero company file. After authentication, the window closes and 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.
Overview
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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!