How to Connect Xentral ERP with HelpSpace

Create an Access Token in Xentral and add it to HelpSpace

Integrating Xentral ERP with HelpSpace provides your agents with valuable customer insights directly in HelpSpace tickets. They can see whether the ticket sender is a Xentral customer, view their profile details, and seamlessly jump to Xentral to update data or review documents.

Step 1: Generate a Personal Access Token in Xentral

1. Log in to Xentral ERP as an Admin.

2. Access Account Settings:

   • Click your profile picture in the top-right corner.

   • Select Account settings.

3. Go to Developer Settings:

   • Click Developer Settings.

   • Select Create Token.

4. Create a Token:

   • Enter a name like “HelpSpace.”

   • Click Create Token.

5. Copy the Token:

   • Copy the generated token. You’ll need it in the next step.

Step 2: Configure the Integration in HelpSpace

1. Log in to your HelpSpace workspace as an Admin.

2. Click Settings → Integrations in the left-hand menu.

3. Select Manage Xentral Sidebar.

4. Complete the Fields:

   • Name: Xentral

   • URL: Enter your Xentral URL (exclude https:// and anything after .com or the top-level domain). Example: myworkspace.xentral.com

   • Access Token: Paste the token you copied from Xentral.

5. Enable the Integration

6. Click Save to activate the connection.