When you sign up to Xenon Connect, you will be taken through a short setup wizard to help you get the most out of your accounts by tailoring it to your business.
The setup process is as follows:
2. Confirm your name and email address (automatically pulled in from your Xero account) and choose a password. Then, click “Create Trial”.
3. Select the “Get Started” button to personalize your dashboard and settings to your own business.
4. The wizard will walk you through a few simple (optional) steps to tailor your Xenon Connect account to your business. The screenshot below shows the “Sales Target Tracker” setup screen. Click “Next” on each screen when complete.
5. Once you have completed the short setup wizard, and Xenon Connect has finished the initial data sync with Xero, an “Open Dashboard” button will appear. Click the button to be taken to your Xenon Connect Dashboard.
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