1 Client details
2 Client type and Drive folder routing
Disability client
Routes to Clients - Disability in Drive and sets Xero tracking to Disability
Drive folder path
My Drive / ACG Werk / ACG Consult / Clients - General / S / Smith / Onboarding Documents
3 POA signing details
X Xero connection
How to get your token: Go to developer.xero.com, Documentation, Accounting API, Contacts, Try in API Explorer, select ACG Consult, Allow Access, press F12, Network tab, click Make request, click the tokens row, Response tab, copy the accessToken value starting with eyJ.
Token reminder
The Xero access token expires after 30 minutes. Each new session, go to the Xero API Explorer, run a request, copy the fresh token from the Network tab Response, and paste it here.
Automation steps
1. ValidateID format and tax reference check
2. Generate documentsEngagement Letter and SARS POA from template
3. Create Drive folderFull path, no duplicates
4. Save to DriveBoth docs to Onboarding Documents folder
5. Email via BrevoCover email to admin@acgconsult.co.za
6. Xero contactCustomer and Client Type tracking
DataGrowsManual - load yourself
Drive folder structure
Standard client:
My Drive / ACG Werk / ACG Consult / Clients - General / [A-Z] / [Surname] / Onboarding Documents
Disability client:
My Drive / ACG Werk / ACG Consult / Clients - Disability / [A-Z] / [Surname] / Onboarding Documents
System details
Tax practitionerAdelina Christine Gouws - PR0025216
Email from / toadmin@acgconsult.co.za
Email providerBrevo