How Long does it take to set up my Exsalerate site?
This depends on the size of your organisation, we estimate for a medium sized business with five users setup will take about three hours. We recommend an expert sets up your site to ensure you’re getting the most out of Exsalerate and we offer setup packages to assist with implementation, check them out here
I like your product but I don't have time to set it up, can you do this for me?
We have a team of implementation specialists who can setup your Exsalerate account for you. Take a look at our setup packages here
How do I connect to Xero and import all of my sales data?
We have a great video that explains the process, if you still need help please send us an email
If I add or update a contact to Xero will it update in Exsalerate automatically?
Click on ‘Import Xero Customers’ to update your customer list, only new customers will be added to your Exsalerate account.
How do I connect to WorkFlow Max?
Firstly you will need to contact the WorkFlow Max support centre and request your Account Code. Here’s a video that explains this process in more detail and outlines the features of the integration
Can I create a job and view quote for WorkflowMax in Exsalerate?
Yes, once you have connected Exsalerate to WorkflowMax you can add a job to WorkflowMax from Exsalerate, you can also view quotes that you have created in WorkflowMax
No results found, please refine your search.