The Xavier integration in Senta allows you to pull your Xavier health score onto the Xero tab on a client's page.
The Xavier health score gives an overall score for a client as a percentage to indicate the health of their books in Xero. Learn more about the Xavier health score here.
Please note you also need the Xero client-level integration turned on to use this feature.
Turning on the Xavier integration
Go to Settings > General settings > Extras to turn on the integration, then click Save at the top of the page.
Once you turn on the integration, a new Xavier tab will be added to the General settings page.
If you go to Settings > Users > Integrations, you will find a new integration user called Xavier.
Click on Xavier and then click Generate API Key
Your new API key for Xavier will be displayed on screen. Copy and paste this API key into your Xavier Analytics account.
Viewing the Xavier health score
When viewing the Xero tab on any client page, you will now be able to see the Xavier health score displayed at the top of the tab.