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Being notified of the status of your synchronised sync

This article is linked to:

understanding events and actions

How to add actions to events

This article will show you how to set-up alerts/notifications for your Xero syncs. The same logic applies to Quickbooks

Step 1

Go to Settings > Automated Events

Step 2

Select “Xero Sync Done Add Actions

Step 3

Set an Action name then you can add a Task, Activity log or Process

Step 4

You can choose how you want to receive the alert in ‘Apply a Process‘ and can customise it in the subject and email body.

Message – Sends an email to the chosen recipient/s

Notification – Creates an alert on your Arthur dashboard or mobile phone if you have the Arthur App installed.

Step 5

To add Mail Merge Fields just right click in the email body.

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