Help Center

Configure integrations

2 min read

Connect external platforms to Servinix from Settings → Integrations to extend messaging, accounting, reviews, and calendar functionality.

Before you start

  • You must have an Admin role.
  • Go to Settings → Integrations.

Integration categories

The Integrations page groups connections into five categories:

| Category | Integrations | |---|---| | MESSAGING | Email, Facebook Messenger, SMS (coming soon), Webchat (coming soon) | | REVIEWS | Google Business Profile | | ACCOUNTING | QuickBooks / Xero | | CALENDAR | Google Calendar (coming soon), Outlook (coming soon) | | ANALYTICS | Google Analytics (coming soon) |

Steps

Connect Email

  1. Click the Email tile under MESSAGING.
  2. Follow the connection wizard to link your business email address (e.g., [email protected]).
  3. Once connected, the tile shows Active and the connected address.

Connect Facebook Messenger

  1. Click the Facebook Messenger tile under MESSAGING.
  2. Authorize Servinix to access your Facebook Page.
  3. Once connected, the tile shows Active and your Page name.

Connect Google Business Profile

  1. Click the Google tile under REVIEWS.
  2. Sign in with the Google account that owns your Business Profile.
  3. Once connected, the tile shows Active and your business name.

Connect QuickBooks or Xero

  1. Click the QuickBooks / Xero tile under ACCOUNTING.
  2. Choose QuickBooks Online, QuickBooks Desktop, or Xero in the connection wizard.
  3. Authorize the integration with your accounting credentials.
  4. When connected, the tile status changes from Needs Attention to Active.

Coming-soon integrations

The following are listed on the page but not yet configurable:

  • SMS — Two-way SMS via connected numbers. Use Settings → Phone Numbers to set up Twilio in the meantime.
  • Webchat — Embed a chat widget on your website.
  • Google Calendar and Outlook — Two-way schedule sync.
  • Google Analytics — Website and funnel analytics.

Result / verify

  • Active integrations show the Active badge and the connected account name.
  • Email conversations appear in the Inbox.
  • Facebook Messenger threads appear in the Inbox.
  • Invoices and payments sync to QuickBooks or Xero.

Troubleshooting

  • QuickBooks shows "Needs Attention" — Re-open the tile and re-authorize. OAuth tokens expire periodically.
  • Email not showing conversations — Confirm the email address is correctly authorized and check spam/filter rules in your email provider.

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