AIRPA Support

Support Content


Xero

Activating your AIRPA license

> The AIRPA team will create your license once you have signed up

> You will receive an Activation email from our SSO partner Okta (please check your junk mail)

> Select Activate Airpa Account

> You will be prompted to enter your new password> You must download and install the Okta plugin. Once you have created your password, you will be instructed how to do this. You can also find additional help HERE.

https://share.vidyard.com/watch/8NafArsmwp4uqLDUgd84qH?autoplay=1

Activating you AIRPA license

How to install Okta plugin

BrowserGuide
ChromeInstall the Okta Browser Plugin with Chrome
SafariInstall the Okta Browser Plugin with Safari
FirefoxInstall the Okta Browser Plugin with Firefox
Internet ExplorerInstall the Okta Browser Plugin with Internet Explorer
Edge (Legacy)Install the Okta Browser Plugin with Edge
Edge (Chromium-based)Install the Okta Browser Plugin with Chromium

Homepage – Login to your systems and applications

> Select the tile showing the system or application you would like to sign in to 

> You will be directed to their sign in landing page

> Enter the credentials you typically use to access that system

> AIRPA/Okta will store these details

> The next time you select the tile you will be automatically signed in

> You will no longer need to enter login credentials to access that system or application

VIDEO: Login to your systems and applications

Connect your Systems and Applications (connect to the API)

Where you see the the red paperclip symbol, this means you can connect that system or application to AIRPA 

> Select the red paperclip

> Different system and applications will request different actions

VIDEO: Connecting Xero to AIRPA

Sync correct customer data to correct underlying system

Now you need to ensure that AIRPA is pulling the relevant data from each system for the specified customer. You must do this for all your customers

> Select Admin on the control panel

> Ensure next to User Management you see the name or your practice/business

> Select Master Data Links

> Select the customer you want to connect

> Select the drop down on the platform/data source you are linking them to

> Your customers name will appear in the drop down

> Select your customers name – AIRPA now know that this customer is related to this name within the underlying system

> You are connected

VIDEO: Sync correct customer data to the correct underlying system

How to use Global Search to find key information

Find key client or supplier information across all your connected systems and drives

> Select Global Search

> Select the customer data you want to search across (you can select one, many or all companies)

> In the search bar, type the name word you want to search. This can be anything from name, number, email or a unique word

> You will see the number of results found for that word in each of your connected systems

> Select the system to see where exactly the word appears

> Select any of the results to see a preview of the information you have search

> Select the link button to be directed to the underlying system

Or

> Select the 360 button to be directed to the AIRPA 360 Dashboard related to your search result

VIDEO: How to use Global Search to find key information

Align data using Compare and Propagate

Ensure all your data is aligned to your master data source for a single source of truth

VIDEO: Align data using Compare and Propagate

Access and understand your Operational Dashboard

Xero Customers <> AIRPA Support

Support for Xero users connecting to AIRPA

Login to Xero through AIRPA 

Follow the link to the video to see how this is done.

Connect your Xero license to AIRPA 

Follow the link to the video to see how this is done.

Link your customers to master data source by viewing this  video.

Global Search – quickly find information across all your connected Apps

Link your customers to master data source by viewing this  video.

Compare and Propagate

Customers and suppliers: Check data is correct and accurate with Companies House video.

Master Data Alignment: Ensure data is accurate across all your connected platforms video.

360 View Dashboard

Summary of customers and supplier information and transaction history  video.

Disconnect AIRPA from your Xero license

Follow the link to the video to see how this is done.

How AIRPA and Xero data is integrated

Two way data syncing and connected APIs means you get real time information directly from Xero to the AIRPA platform. 

Syncing data is effortless and real time, driving your business decisions and better customer collaboration.

For further support: Contact support@airpa.ai