Xama - Setup & usage
Follow these steps to connect Xama, create connected KPIs, and keep syncs healthy.
Before you connect
Confirm you have admin or integrator access to the Xama account you want to measure.
Connection uses OAuth2 client credentials.
Only connect accounts your organisation owns or is authorised to report on.
Copy the credentials
In Xama, open Settings, then Apps, then Open API.
Copy the Xama client ID, the OAuth2 client ID, and the OAuth2 secret.
Connect in Elevale
Open Workspace Settings → Integrations, find Xama, and paste the three values in the same order.
Choose Connect Xama. Elevale checks the credentials before saving them.
Match records
On the Connected tab, open Match for the Xama connection.
Elevale suggests companies and people that look like the same clients. Confirm the pairs you want.
Confirming a match links the records. The first match fills empty email, phone, and address and saves date of birth. Later syncs replace those fields, and the name, when either side has a newer value.
Use Sync on the Connected tab to refresh risk levels. A linked assessment is treated as stale after 15 minutes.
Troubleshooting
Credentials rejected - paste the three values again, in order. The OAuth2 secret is not the Xama client ID.
No match suggestions - company names or emails need to line up, or the company number needs to match a Xama client.
Risk missing - the company must be linked. Run Sync, then open the company profile.
Create connected KPIs
On KPIs & Dashboards, create a KPI, choose Connected, and pick your Xama connection.
Select a data point from the catalog (see the Data points article in this folder for the full list).
Set a sync frequency. An initial sync runs after save; use Resync on the KPI card for on-demand updates.
Review last sync time and error messages on the KPI detail page. Reconnect in Integrations if auth expires.
Sync frequency guidance
Daily - traffic, ads, engineering, and operational metrics reviewed weekly.
Weekly - summary KPIs for leadership dashboards.
Monthly / quarterly - finance and board-level accounting metrics.
Match frequency to how often you review the metric. Use Resync after configuration changes.
Disconnect and data retention
Disconnect from Workspace Settings → Integrations to revoke stored credentials and stop scheduled syncs.
Previously synced KPI history remains until you delete or convert those KPIs.
Subprocessors and data handling: Subprocessors and integrations