Page Comparison

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1. Admin / AutoMate

2. From the Integration drop-down, select Xero SME

3. Click the ServerGate: Configure button. The following dialog will display.

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4. Select the types of Contacts you wish to integrate with your Nimbus account e.g.:

   1. Customers

   2. Suppliers

   3. Employees

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1. Click the Connect to Xero button

2. Xero will display a gateway allowing you to connect Nimbus to your Xero Blue account.

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3. Click the Allow access for 30 mins button. If you are currently logged into your Xero Blue account, the system will commence the sync process. If not, you’ll be asked to login to your Xero Blue account and then the synchronisation process will commence.

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4. When the synchronisation is complete, the system will ask you to close the webpage tab.

5. The data in your Nimbus account will look similar to the screen shot below.

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6. Note that the Entity type is defined from the Contacts listing in Xero SME (Blue)

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