Prerequisites
| • | GetHarold app for Slack installed in your Slack workspace |
| • | App install access for Xero (speak to your Xero admin if you are unsure) |
Set Up
Click the Sign in with Slack button to sign in and complete configuration:
Click the CONNECT button for Xero:
That's it! Confirm a successful Xero connection via the Connected tag, but you are ready to start using the GetHarold app for Slack.
By default, access to use the /harold command to search data from an integration you have connected will be restricted to GetHarold admins, and anyone you add from the users page.
This is indicated on the configuration page by the user count you can see in the above image.
If you wish to open up access to other users, or to open up the integration to everyone in your Slack account, click the user count to access the user access page for that integration.
Note that if restricted access is on, you will need to grant access on a per user basis.
To test the set up, go back to Slack and (in any channel) try one of the relevant slash commands...
| /harold contact <QUERY> | Search for Xero contacts/people matching your query. eg: /harold contact johnson |
| /harold invoice <QUERY> | Search for invoices matching your query. eg: /harold invoice safeway |
| /harold overdue | Search for overdue invoices. |
Notifications
Click here for details on notifications set up.
Higher level background information on features is available here: Xero Integration Features
Data Flows
1. Contact data is sync'd to enable more flexible search
2. Invoice data is sync'd for search and notifications
Data Deletion
Contact [email protected] if you have questions, or require assistance, with this.
Get started by adding GetHarold to your Slack account (you will be taken to Slack to authorize access):
Please note that if you are seeking access to an existing GetHarold account, you will need to talk to one of your admins.
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