WEBVTT

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Open the Xero integration dashboard Its
navigation includes invoice

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sync reconciliation bank activity document intake
mappings exceptions

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and compliance evidence This workspace shows Not
Configured Complete

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the provider connection privately before
expecting data synchronisation

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The QuickBooks integration has its own dashboard
and corresponding

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synchronisation reconciliation document and
evidence tools Review

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connection readiness and exceptions for the
correct provider This

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training workspace does not claim a completed
connection or successful

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external transfer

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Open Sage Accounting to locate its provider-
specific synchronisation

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and reconciliation workspace The dashboard keeps
connection status

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and queued work visible Follow the dedicated
integration guide and

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complete account authorisation privately before
using it with real

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accounting records

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Open Pixie CRM Automations to review the
available Zapier capabilities

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and workspace-specific connection information
Read the requested

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capabilities before authorising an external
automation This overview

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only locates the controls and does not grant a
connection new access

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Setup contains Staff and Roles for team
administration Review the

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intended person role and required access before
making changes in

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a live workspace This overview shows where the
controls are the

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training recording does not add a user or change
permissions

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Custom Fields extends the information captured
against supported

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records GDPR provides privacy-related controls
Configure these for

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your actual organisational process and review the
consequences of

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any data or retention action before applying it

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Solution Catalogue lists configurable
capabilities and integration

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options Catalogue entries are options to explore
or request they

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are not a claim that every listed solution is
installed in this

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trial Use the configured workspace menus and the
relevant guide

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to understand current availability

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Choose the Pixie logo to return to the dashboard
You have followed

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the setup customer lead project and task
workflows and located the

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wider business tools Continue with the dedicated
feature videos

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for detailed saved-result instructions using the
same matching help

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pages