Dext: Precision with Xavier

The Dext Precision integration in Senta allows you to pull your Dext Precision health score onto the Xero tab or Quickbooks tab on a client's page.

The Dext Precision health score gives an overall score for a client as a percentage to indicate the health of their books in Xero or Quickbooks. Learn more about the Dext Precision health score here.

You also need the Xero client-level integration or Quickbooks client-level integration turned on to use this feature.

Turn on the Dext Precision integration

1. Go to Settings > General settings > Extras to turn on the integration, then Save.

2. Once you turn on the integration, a new Dext Precision tab will be added to the General settings page. If you go to Settings > Users > Integrations, you will find a new integration user called Dext Precision.

3. Select Dext Precision and then Generate API Key.

4. Once the key is generated, it will be displayed on screen. Copy this to your clipboard and go to your Dext Precision account.

5. In Dext Precision, go to Configuration > Integrations. Select Senta > Connection Credentials and type in your Senta URL and paste the API key generated from Senta. Select Link To Senta.

6. Once connected, the status will change to Linked and any Senta clients linked to Xero or Quickbooks will pull through.

View the Dext Precision health score

When viewing the Xero tab or Quickbooks tab on any client page, you will now be able to see the Dext Precision health score displayed at the top of the tab.