Not available to connect.Xenon Connect does not show a Connect button in Workspace Settings → Integrations. The rest of this page describes the connection for when it is opened.
Bookkeeping health scores, issue counts, and financial risk from Xenon Connect on company profiles. Requires [Professional+].
At a glance
Connection type: API key
Status: Not available to connect
Plan: Professional+
Automation and assistant access (no KPI data points).
Documentation in this folder
Quick start
Open Workspace Settings → Integrations and connect Xenon Connect.
Complete authentication (OAuth popup, PAT paste, or API key) and select the account, property, repo, or location when prompted.
On KPIs & Dashboards, create a KPI, choose Connected, and pick your Xenon Connect 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.
Learn more
Full setup walkthrough: Setup & usage
Permissions and scopes: Access & permissions
Example dashboards and KPIs: Use cases
Where the data appears
On a matched company in CRM, once a snapshot has synced: bookkeeping score, issue count, and financial risk.
A score of 80 or above is Xenon's own "in good shape" line. Xenon refreshes client metrics about every four hours.
Connected KPIs average those scores and count clients that need attention.