Configure integrations
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
- Click the Email tile under MESSAGING.
- Follow the connection wizard to link your business email address (e.g.,
support@yourcompany.com). - Once connected, the tile shows Active and the connected address.
Connect Facebook Messenger
- Click the Facebook Messenger tile under MESSAGING.
- Authorize Servinix to access your Facebook Page.
- Once connected, the tile shows Active and your Page name.
Connect Google Business Profile
- Click the Google tile under REVIEWS.
- Sign in with the Google account that owns your Business Profile.
- Once connected, the tile shows Active and your business name.
Connect QuickBooks or Xero
- Click the QuickBooks / Xero tile under ACCOUNTING.
- Choose QuickBooks Online, QuickBooks Desktop, or Xero in the connection wizard.
- Authorize the integration with your accounting credentials.
- 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.