Integrations

This section provides an overview of Agencydesk integrations, focusing on key connections that enhance workflow efficiency. Integrations allow seamless data synchronisation between Agencydesk and external tools, enabling better collaboration, scheduling, and financial management. Below, we outline the available integrations and explain how they function.

Google Calendar Integration

Agencydesk integrates with Google Calendar to synchronise events and meetings, ensuring that your team's schedules are aligned across platforms. This integration helps users manage time-sensitive tasks and appointments directly within Agencydesk.

How It Works

• Connecting Calendars: You can connect to one or more Google Calendars through the Calendar tab in Agencydesk. Once connected, select which calendars to display and sync, and which to exclude.

• Managing Calendars: After initial connection, use the "Manage" option to add new calendars, remove existing ones, or select alternatives. To switch to a different Google account, disconnect the current calendar first and then reconnect.

• Event Synchronisation: Events from selected Google Calendars are imported into Agencydesk. These appear on the user's My Desk page: meetings scheduled for today show in the "For Today" column, while future meetings are visible in the alternative My Desk Timeline view.

• Creating Events in Agencydesk: Users can create new events directly in Agencydesk. If multiple calendars are synced, select the appropriate calendar during creation.

• Disconnecting and Reconnecting: When a calendar is disconnected, all synced events remain in Agencydesk for reference. If you disconnect one calendar and reconnect to another, existing Agencydesk events are copied to the new calendar, provided they do not already exist there. Agencydesk prevents duplication by comparing Event IDs assigned by Google Calendar.

Xero Integration

Agencydesk integrates with Xero, a cloud-based accounting software, to streamline client management, invoicing, and financial reporting. This connection automates data flow between the platforms, reducing errors and saving time on administrative tasks.

How It Works

• Connecting to Xero: The integration is established through Agencydesk's settings, where you authorise access to your Xero account. Once connected, Agencydesk can import and export data related to clients, invoices, and departments.

• Client Synchronisation: Clients created or saved in Agencydesk are automatically pushed to Xero. However, updates made to clients in Xero are not automatically reflected in Agencydesk. To sync these changes, navigate to the Clients section in Agencydesk and select "Import Clients" to pull the latest data from Xero.

• Invoice Generation and Syncing: Invoices generated from Jobs in Agencydesk can be synced to Xero. Tasks on these invoices include department metadata, ensuring accurate mapping to ledger accounts in Xero for detailed financial tracking.

• Metadata Pushed to Xero: When invoices are synced from Agencydesk to Xero, each invoice line item includes department metadata. This metadata links Tasks and Costs to their respective Departments, Job Categories and Task and Cost Types in Agencydesk, allowing Xero to map line items to the correct ledger accounts and providing accurate departmental financial tracking and reporting.

• Additional Features: The integration supports multi-currency handling, where costs and rates in Agencydesk align with Xero's accounting structure. Departments in Agencydesk determine how line items are categorised in Xero, enhancing reporting accuracy.