This video will show you how to connect your Xero resources and contacts to Docketbook. You can either import the Xero resources and contacts into Docketbook (as shown in the video below).
If you have already added contacts and resources into Docketbook, and don't want to import these into Docketbook from Xero, you can simply link each existing resource and contact in Docketbook to the appropriate Xero item, as shown below:
To link your existing resources on Docketbook to Xero, follow the steps below.
Step 1. Go to the Settings icon
Step 2. Click the "Resources" tab
Step 3. Select the unlinked resource item by clicking the Pencil icon
Step 4. Find the Xero item to link to the Resource.
To link your existing contacts on Docketbook to Xero, follow the steps below.
Step 1. Go to Contacts
Step 2. Select Unlinked Contact on Docketbook
Step 3. Click "Select Xero Contact" to connect the contact to Xero