This guide explains how to connect Xenon Connect to Socket, what data is shared between the two platforms, and how to use that data to keep your pricing accurate.
What the integration does
Xenon Connect analyses your clients' bookkeeping data and gives Socket access to key client metrics including:
Annual revenue
Sales invoices per month
Bills per month
Bank statement lines per month
Transactions per month
Xenon Connect health score
Once connected, Socket pulls this data in automatically and makes it available as pricing drivers when building proposals, and as a live data source in Price Monitor.
Price Monitor benefit: With Xenon Connect 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 Xenon Connect data automatically. See the Introduction to Price Monitoring for more detail.
Step 1: Get your Xenon Connect API key
Before connecting in Socket, you'll need your API key from Xenon Connect. Log in to your Xenon Connect account, go to your settings or integrations area, and generate or copy your API key.
Step 2: Connect Xenon Connect in Socket
In Socket, go to Practice Settings > Integrations.
If Xenon Connect doesn't appear straight away, toggle on Show All Available Integrations.
Find Xenon Connect in the list and click Connect to Xenon.
Enter your Xenon Connect API key and save.
Once connected, you'll see Change API Key and Disconnect buttons next to Xenon Connect.
Note: Xenon Connect and Dext Precision are mutually exclusive. You can only have one connected at a time. If you have Dext Precision connected and want to switch to Xenon Connect, disconnect Dext Precision first, then connect Xenon Connect.
Step 3: Syncing data
Once connected, Xenon Connect will sync data into Socket automatically. Allow up to 24 hours for the first full sync. When you add new clients, their data will appear after the next sync.
Step 4: Viewing Xenon Connect data on client records
Once the sync has run, go to Clients in Socket and open any client record. You'll see the Xenon Connect health score badge at the top of the page. Hovering over it shows the label "Xenon Connect Health Score."
Step 5: Using Xenon Connect data in proposals
Xenon Connect data is available as client facts in Socket and can be used as driver inputs when building proposals. Socket will auto-detect and pre-select the appropriate driver option as a suggestion for each client based on their live Xenon Connect metrics. You can always override the selection if needed.
Step 6: Using Xenon Connect data in Price Monitor
With Xenon Connect 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 the Xenon Connect data it already has. See the Introduction to Price Monitoring for more detail.
FAQs
How often does the sync run?
Once a day, automatically.
Can I use both Xenon Connect and Dext Precision at the same time?
No. You can only have one of the two connected at any time. To switch, disconnect the active integration first and then connect the other.
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 Xenon Connect data to your clients automatically as long as the names match.