Socket

Client External Links

Socket webhooks send real-time proposal events to your systems so you can automate tasks and keep everything in sync

Getting Started with Webhooks in Socket

Amy Mall

Simon Evans

Rich Nicolson

Integrations

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

Renewing Your API Keys

Help articles related to using the Socket API

Socket API

How to integrate Socket with Xero, set default account codes, manage invoice settings, and understand how VAT codes work with 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

Understand how Socket applies Xero tracking categories to your invoices, including how the two slots work, the fallback logic for the secondary slot, and how alignment fees and consolidated lines…

Using Xero Tracking Categories

Use Xero invoice templates directly in Socket to ensure professional, branded billing that’s consistent and efficient. Customise layout, branding themes, line item detail, invoice & due dates, and sales account…

Using Xero's Invoice Templates in Socket

Learn how to configure Xero billing settings in Socket, including invoice dates, payment terms, consolidation, and posting options, so your invoices flow smoothly into Xero.

Configuring your Xero billing settings

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 configure and use the GoCardless integration

GoCardless

How to get your Karbon account connected to Socket

Karbon

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

How to sync your FYI clients on demand, override a link to an FYI client, or remove a client link.

FYI - Client syncing and making changes to FYI client links

What is multi-office setup and how to configure it so client searches return the correct results.

FYI - Multi-Office Setup Guide

Client code mapping allows you to choose which FYI field becomes the client code inside Socket.

FYI - Mapping Client Codes

How to connect and integrate Socket with Xero XPM

XPM (Xero Practice Manager)

Setting up and managing your XPM integration

Zapier

How to set up and manage your Zapier integration

How to setup and configure the Socket <> Xama integration

The Socket <> Xama Integration

Setting up your Xama integration in Socket

Xama

How to configure and use the Dext Precision integration

Dext Precision

How to connect XenonConnect to Socket, what data is synced, and how to use it in proposals and Price Monitor.

XenonConnect

How to set up the XenonConnect integration

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