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Other Integrations

Precision has a number of integrations with other apps and data sources. We hope to keep expanding this list!

To manage your integrations in Precision, select 'Configuration' and then 'Integrations' in the team sidebar, this will display all active and possible integrations.

Team Integrations

HMRC (UK Only)

Never let a filing date slip by again: If your clients are MTD-ready. Precision can connect to HMRC to pull back important information on your clients' VAT filings, current connection status and obligations.

Getting set up

In the HMRC integration card, you’ll see your HMRC connection status; this manages your connection in Precision as a business or agent with HMRC, and will allow you to see the HMRC data for all your eligible clients. You can use the links on this card to understand more about the HMRC agent sign-in process.

Using the data

There are three main areas you will be able to access the information from HMRC for your clients:

  1. Practice Dashboard

Within the Practice Dashboard, if you scroll to the far right, you will be able to view a new section called “MTD VAT”. This is really handy for getting an overview of all your clients HMRC connection status, key VAT dates and status for the latest period.

  1. HMRC Dashboard

Your location for all things MTD in your practice. Each row is a VAT period detected by Precision for each client, including the filing period, due dates, status, amount and outstanding values.

  1. VAT Return Checks

  • Under the heading Tax Status, the first card will now show the submitted VAT total for the period. (if you are not connected to HMRC, or there is no HMRC data available for the selected period, you will be shown an estimated VAT total).

  • HMRC status will list your current VAT obligations;

    • Filing and Payment Status lists your filing obligations, and of the filed returns, which ones have been paid.
    • Payment History provides the date of your last submitted payment that Precision could detect. Opening this card lists all VAT payments you have made to HMRC by date.

  • Future VAT Liability is an estimated value based on current Aged Receivables and Aged Payables.

  • VAT Control Account will reconcile your outstanding VAT liabilities with the VAT control account, to detect any differences.

    ::: tip If you have just connected to HMRC, your Precision clients will need to refresh before the data can be collected. You can either wait 24 hours for all your clients to refresh automatically, or refresh each of them manually. :::

    Senta

    Precision integrates with Senta Practice Management Software to allow you to pull Xavier health scores into Senta to display in your client lists and records. You'll then be able to use Precision health scores in custom views, and to filter or trigger jobs in Senta.

    ::: warning Please note: Precision and Senta match clients based on their Xero information, so only clients connected individually to Xero in Senta will show in the connected list in Precision. A practice level connection to Xero is not sufficient. :::

    To set up the integration, you will need to follow these steps:

    IN SENTA:

    1. Enable the Precision integration, by going to Settings -> General Settings -> Extras to toggle on the Precision integration. This will add the "Precision Health Score" field to each clients' "Xero" tab, and adds a new "Xavier" integration user.

    2. Generate an API key in Senta via Settings -> Users -> Integrations that Precision can use to access Senta.

    IN PRECISION:

    1. From the Team-level sidebar menu, head to Configuration -> Integrations -> Senta and populate your Senta account URL and API key in the "Connection Credentials" section.

    2. When you click 'Link to Senta', Precision will then do an initial connection to Senta and bring back any Xero-connected clients that it finds. These will be shown in a list in the "Senta Clients" section of the integration. This section contains a filter for Found in Precision | Not Found in Precision | All, so you can see any Xero clients you might be missing in Precision and add them.

    Once the connection is complete, Precision Health Scores for the clients that are matched across the systems will be sent over to Senta, and refreshed on a nightly basis. You will be able to view the scores in the "Xero" tab for each client, and add a Health Score column to your client list.

    ::: tip Occasionally the health scores can take a few moments to show in Senta. After a short wait, refresh the page in Senta to check.
    :::

    GoProposal

Precision integrates with GoProposal pricing software to allow you to pull Precision health scores and activity metrics into GoProposal to inform your clients' pricing for more up to date data and insights than ever before.

::: warning Please note: GoProposal will only have access to data from the client that the person generating the API key has access to - for this reason, we recommend using the Team Owner to generate the API key. :::

To set up the integration, you will need to generate an API key to plug into GoProposal. This can be found in the Team sidebar under Your Settings > selecting 'API' from the list on the left. You can watch this handy video from Helen on how to generate this key here.

Once you have generated your API key in Precision, the majority of the setup actually takes place in GoProposal.

You can read more about the next steps in the GoProposal help documentation here.