HowNow Online can be connected to Xero Blue (beta) to pull in Client information.
Note: To complete this set up you will need your Xero Blue Userid and Password ready.
Login to the HowNow Online website - https://online.hownowhq.com as an administrator for the firm.
Once logged in click on the "Welcome Back" drop down in the top right of the page, and select "Administration" as shown below. Then click on the Connections button.
Click on the blue Xero icon.
Read the Instructions, and ensure you have your HowNow API Key, then click on the Install Now button.
Enter your Xero User details and then click Allow Access.
Your connection will start automatically if the test is successful. The Install Log will provide updates on the status of the Synchronisation.
Back on the Connections page the spanner icon will also take you to a view of the Install Logs.
Updates will automatically process every six hours.
Only click on the Refresh button when you wish to perform a manual update of the Client data.
There are two choices for manually Refreshing Client data.
1. Changes since last sync - this sync will run quickly and only update Client data that has been updated since the last refresh. This update is recommended if a manual sync is required as it does not put a load on the system.
2. Re-sync ALL client data - this sync may be required if some updated information is not able to be updated from the third party software - such as primary contact changes. This will re-sync all Client data so it may take some time - possibly up to 30 minutes, depending on the amount of Client being transferred for your Firm.
NB: This refresh option should be used sparingly to reduce unnecessary network traffic.