Prerequisites
Your CRM Primary Connection must be integrated with Xero
You'll need CRM Admin rights to follow the steps in this article
You'll need a Mintsoft account connected to Xero
Step 1: Navigate to your Operating Company
Navigate to your Operating Company within System Settings to establish Mintsoft as your Secondary Connection. Or to be taken straight there, click here.
You can then go into the Operating Company by selecting the name or pencil icon.
Step 2: Edit Integration Connections
Underneath your Xero Primary Connection, you'll see the option to configure a Secondary Connection. Select the pencil icon to open the pop-up window to connect to Mintsoft.
Step 3: Log in to Mintsoft
After selecting the pencil icon to configure your Secondary Connection, you can now select Mintsoft as a connection.
You'll need a Mintsoft internal static API Key, generated by a Mintsoft Admin with the AdminInternal role. MintSoft have a helpful guide on amending user roles that can be found here to add this role to a user. A user with the AdminInternal role will be able to go here to generate the API key/bearer token than can then be entered into the integration page in your workspace.
Once you've entered the Mintsoft Bearer Token, complete the setup by selecting 'Connect To Mintsoft'.