Integrations

Connect your team’s calendars and accounting software to Agencydesk. Sync Google Calendar or Microsoft 365 Calendar into the Resource Planner and My Desk, and sync Clients and Invoices with Xero.

Agencydesk connects to the tools agencies already use for scheduling and accounting. Two integration types are currently available:

• Calendar — Sync Google Calendar or Microsoft 365 Calendar into the Resource Planner, Calendar view, and My Desk so meetings show up alongside scheduled Tasks.

• Accounting — Sync Clients, Invoices, and financial data with Xero to keep operational delivery and accounting records aligned.

Both integrations are managed from Company Settings > Integrations.

Calendar Integration

Agencydesk syncs with Google Calendar and Microsoft 365 Calendar. Once connected, events flow live into the Resource Planner, the shared Calendar view, and each User’s My Desk, so meetings appear alongside scheduled Tasks and inform resource planning.

Connecting a Calendar

1

Navigate to Company Settings > Integrations.

2

On the Calendars card, click Connect.

3

Choose your calendar provider:

• Google Calendar

• Microsoft 365 Calendar

Complete the sign-in and permissions flow for the provider you selected.

4

All calendars in the connected account are pulled in. Under Available Calendars, tick the calendars you want Agencydesk to sync with.

Each connected calendar updates in real time across the Resource Planner, Calendar, and My Desk. Only connect the calendars your team actually uses to avoid clutter and unnecessary sync activity.

5

Under the Default column, select one calendar as the default. This is the calendar automatically selected when creating a new event from within Agencydesk.

6

Click Continue to save your calendar selection.

Managing connected calendars

Return to Company Settings > Integrations and click Manage on the Calendars card. From this view you can:

• Add or remove calendars from the sync

• Change which calendar is set as the default

• Disconnect the calendar integration

Where synced events appear

Once connected, events from your selected calendars appear in three places:

• Resource Planner — Events show alongside scheduled Tasks, giving Account Executives a complete view of team availability.

• Calendar — A dedicated shared view of all synced events across the team.

• My Desk — For each User, meetings scheduled for today appear in the For Today column, and future meetings show in the alternative My Desk timeline view.

Creating events from within Agencydesk

New events can be created directly in Agencydesk. If multiple calendars are synced, choose the calendar during event creation. If no calendar is selected manually, the event is created on the calendar marked as Default.

Disconnecting a calendar

To disconnect, click Manage on the Calendars card, then click Disconnect.

Disconnecting stops the live sync, but all events that have already been synced into Agencydesk remain in place. Meetings won’t disappear from the Resource Planner, Calendar, or My Desk views.

Accounting Integration

Xero

Agencydesk integrates with Xero to keep Clients, Invoices, and financial data aligned between operational delivery in Agencydesk and accounting records in Xero.

The connection is set up from Company Settings > General > Accounting. See Accounting for the full connection flow and how to add accounts.

How syncing works

• Client Synchronisation. Clients created or saved in Agencydesk are automatically pushed to Xero. Updates made to Clients directly in Xero are not pulled back automatically. To sync those changes, navigate to the Clients section in Agencydesk and select Import Clients to pull the latest Xero data.

• Invoice Syncing. Invoices generated from Jobs in Agencydesk can be synced to Xero. Each line item on the invoice carries department metadata, ensuring it maps to the correct Xero ledger account.

• Departmental Metadata. When invoices sync to Xero, each line item includes the linked Departments, Job Categories, and Task or Cost Types. This enables accurate departmental financial reporting in Xero.

• Multi-currency. The integration supports multi-currency. Costs and rates in Agencydesk align to Xero’s accounting structure, and Departments in Agencydesk determine how line items are categorised in Xero.

Xero is currently the only accounting integration. Support for additional accounting platforms will be released in future updates.