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.

Xenon Connect analyses your clients' bookkeeping data and gives Socket access to key client metrics including:

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.

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.

Once connected, you'll see the Xenon Connect card with your settings and its Sync now, Update Credentials and Disconnect buttons.

Xenon Connect supplies per-month figures for each client, and those figures feed your client facts and any pricing driver that reads from them. The Averaging window on the Xenon Connect card controls the period those per-month figures are calculated over.

There are two options:

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The setting applies to your whole practice rather than to individual clients.

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.

To pull the latest figures without waiting for the overnight sync, click Sync now on the Xenon Connect card.

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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."

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.

Each driver in your pricing menu is linked to a client fact, which is the Xenon metric it reads. If a driver is picking the wrong band for a client, the client fact behind it is the first thing to check.

Go to Services & Pricing, edit your pricing menu, open the driver, and check the client fact set against it is the metric you meant to use.

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, because Socket uses the Xenon Connect data it already has. See the Introduction to Price Monitoring for more detail.

How often does the sync run?

Once a day, automatically. Use Sync now on the Xenon Connect card to refresh it on demand.

Do I need to add the client to Xenon first?

Yes. Socket reads metrics from Xenon rather than creating clients there, so the client needs to exist in Xenon Connect with their bookkeeping data connected and synced. Once that's done, Socket links them to the matching Socket client automatically.

Do I need to manually link clients?

No. Provided the client exists in Xenon, Socket links their data to your Socket client automatically as long as the names match.

Which averaging window should I use?

3-month rolling tracks recent activity more closely, 12-month smooths seasonal variation. The setting applies to the whole practice.

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.