To use Data Health & Insights, each client needs a separate Data Health connection to their accounting software. This connection must match the client's bookkeeping connection — if their bookkeeping connection is Xero, the Data Health connection must also be Xero, and the same applies to QuickBooks Online.
Important: If a client's bookkeeping connection uses software other than Xero or QuickBooks Online, Data Health & Insights can't be set up for that client.
Connecting a client to Data Health & Insights
To set up the Data Health connection for a client, go to that client's Business settings and select Connections in the left navigation. In the Accounting software section, find the Data Health row and select Connect.
Select the accounting software from the window — only the platform that matches the client's bookkeeping connection will be shown. Select Connect, then log in to the selected software and follow the steps to authorise the connection.
Once connected, the Data Health row shows a Connected status.
Syncing Data Health & Insights data
Once connected, Dext syncs the client's data automatically every 24 hours. You can also trigger a manual sync at any time from the client's overview page using the Sync button, or from within any Data Health check.
The client stays in sync with their accounting software until you disconnect them. For more details on syncing, go to How to sync and recalculate data in Dext.
Reconnecting Data Health & Insights for a client
To reconnect a client's Data Health connection, go to Business settings > Connections. In the Data Health row, select Manage, then select Reconnect.
Disconnecting Data Health & Insights for a client
To disconnect a client, go to Business settings > Connections. In the Data Health row, select Manage. Two options are available:
Disconnect — removes the active connection. The client's existing data stays in Dext but will no longer receive updates from the accounting software.
Disconnect and delete client data — removes the connection and deletes all of the client's Data Health data from Dext. Use this if the wrong client file was connected and you need to start fresh.