Socket

How to get your Karbon account connected to Socket

Karbon

Zapier

How to configure and use the GoCardless integration

GoCardless

How to connect and integrate Socket with Xero XPM

XPM (Xero Practice Manager)

How to setup and configure the Socket <> Xama integration

Xama

How to configure and use the Dext Precision integration

Dext Precision

Client External Links

Rich Nicolson

Amy Mall

Simon Evans

Integrations

How to integrate Socket with Xero to manage your billing

Xero

How to set up and use Xero tracking categories. This allows you to categorise your invoices, providing more detailed reporting in Xero.

Setting up Xero Tracking Categories

After setting up your tracking categories, they be applied to your invoices, making your financial reporting in Xero more and efficient.

Using Xero Tracking Categories

Use Socket with Adfin and Xero to put your proposal and payments into one flow with no tool switching, and no missed payments.

Configuring Your Adfin Integration

The Socket x Adfin integration lets you to customise your client billing and payment collection for a seamless workflow

Moving Your Socket Clients to Adfin for Payments

How to set up and use your Adfin integration

Adfin

How to connect up the Socket and FYI integration

FYI - Initial Setup

FYI - Entity Type Mapping

What happens in FYI & Socket once the integration has been configured and a proposal has been signed.

FYI - Creating New Clients

The Socket API lets you connect Socket to your own systems so you can automate workflows, share data, and enhance your proposal process.

Getting Started with the Socket API

Help articles related to using the Socket API

Socket API

Go to App

About Socket

Find answers and get help from Intercom Support and Community Experts

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