Emails


Select from the menu Add-ons -> G-Accon for XERO -> Automation -> Data Operations Scheduler and switch to "Emails" tab.

In order to send email the Auto Refresh On/Off flag must be in "on" postion at "Scheduler" tab.

Emails to the recipients would be generated only in case all queries/reports are updated successfully and there are no errors discovered. Depending on your selection either the link to the current active spreadsheet will be included in the email or PDF, Excel or CSV file will be attached.

In case of Google Spreadsheet link, you must share the current spreadsheet with your recipients before sending the email notification, otherwise, customers will not be able to open the attached document.

"Enter an email(s)" field contains list of emails who should get email notifications in case successful update. G-Accon for Xero generates and sends individual email for each recipient. The email would be send from your name.

"Enter an email subject" field contains email subject.

"Enter custom email message " field will be included into the body of the notification email.

"Attach current Google Spreadsheet to email as" gives you the choice to add Google Spreadsheet link or attach Google Spreadsheet as Excel, PDF or CSV file.

You must hit apply button to save emails settings permanently.


Was it helpful ? Please let us know if you still have questions. Our contact email is support@accon.services