Connections between Dext and your accounting software expire once a year.
When this happens, you’ll see a publishing error and need to reconnect before you can continue publishing items.
Who can manage integrations?
Only users with the Admin role can manage accounting software connections.
This includes:
Business Admins and User Admins in a business account
Accountants or bookkeepers accessing a client account
If you don’t see the Connections page, contact an Admin in your account or your accountant/bookkeeper.
Reconnect an expired integration
Use this when your integration has expired, and you want to reconnect the same accounting software organisation.
Tip: Your existing settings and automation rules (such as supplier rules or publishing settings) will remain unchanged.
To reconnect
Go to Business settings > Connections.
Click Manage next to your accounting software.
Select Reconnect.
4. You’ll be redirected to your accounting software.
5. Log in and follow the authorisation steps.
6. Once redirected back to Dext, select the organisation you want to connect (if
prompted).
7. Click Finish to confirm.
You’ll see a confirmation message once the connection is active.
Change your accounting software connection
Use this when you want to:
Connect to a different accounting software
Connect to a different organisation within the same software
Changing the connection replaces the existing integration.
Before you change the connection
To preserve your existing rules and settings (such as supplier rules, customer rules, or bank rules), you can use the List Merge Tool after connecting to your new integration.
The List Merge Tool allows you to match old list items to new ones so your existing automation rules continue working.
To change the connection
Go to Business settings > Connections.
Click Manage next to your current accounting software.
Select Change connection.
4. Select the accounting software you want to connect to.
5. Click Connect.
6. Log in to your accounting software and complete the authorisation steps.
7. Return to Dext and confirm the organisation.
8. Click Finish.
After changing your connection
Once connected:
Your new integration will be active.
Existing documents remain in Dext.
You can use the List Merge Tool to merge old list items with new ones and retain your automation rules.
For detailed instructions, see: Using the List Merge Tool.