This guide explains how to connect Dext Precision to Socket, what data is shared between the two platforms, and how to use that data to improve your pricing accuracy and client conversations.
What the Integration Does
Dext Precision analyses your clients' Xero data to flag issues and summarise their overall data quality. It also gives you access to key metrics like:
Health score (based on data quality)
Sales invoices per month
Annual revenue
Transactions per month
Bank statement lines
Bills per month
Once connected, Socket pulls this data in automatically and makes it available to use as pricing drivers when setting up services or building proposals.
Price Monitor benefit: With Dext Precision connected, Price Monitor gains access to the Client Metrics (Live) template. This means you can run a pricing analysis without uploading a CSV — Socket uses your Dext data automatically. See the Introduction to Price Monitoring for more detail.
Step 1: Connect Dext Precision to Socket
In Socket, go to Practice Settings > Integrations.
If Dext Precision doesn't appear straight away, click Show all available integrations.
Find Dext Precision in the list and click Connect.
Socket will prompt you to enter an API key (called a token in Dext Precision).
To generate this token:
Open Dext Precision.
Go to Configuration > API.
Click Create Authentication Token.
Give it a name and click Create.
Copy the token (you'll only see it once)
Paste it into Socket and click Save.
Note: Dext Precision and XenonConnect are mutually exclusive. You can only have one connected at a time. If you have XenonConnect connected and want to switch to Dext Precision, disconnect XenonConnect first.
Step 2: Syncing Data
Once connected, Dext Precision will sync data into Socket once per day, overnight.
Allow up to 24 hours for the first sync.
When you add new clients, their data will appear after the next sync.
More frequent syncing is planned for the future.
Step 3: Viewing Dext Precision Data in Client Records
Once the sync is complete, go to Clients in Socket and open any client record.
You'll now see their Dext Precision health score at the top of the page. This score reflects the quality of their bookkeeping data and confirms that Precision is connected.
Step 4: Using Precision Data in Pricing
Precision data becomes available as client facts in Socket. These facts can be used as driver inputs in your proposals. Available client facts include:
Annual revenue
Sales invoices per month
Bills per month
Bank statement lines per month
Transactions per month
Socket will also auto-detect and pre-select the appropriate driver option as a suggestion for each client. You can override the selection if needed.
Step 5: Using Precision Data in Proposals
When you start a new proposal, the client's health score will be shown on the client record. As you add services, any client facts linked to those services will be automatically updated.
FAQs
How often does the sync run?
Once a day, overnight.
What if I add a new client?
Data will appear after the next overnight sync.
Can I edit the suggested pricing inputs?
Yes, you can always override the pre-selected client facts during proposal setup.
Do I need to manually link clients?
No, Socket links Precision data to your clients automatically, as long as they match.
Can I use both Dext Precision and XenonConnect at the same time?
No. You can only have one connected at a time. To switch, disconnect the active integration first and then connect the other.