Integrating your Dext Prepare and Xero accounts will enable you to send your Dext Prepare items directly to your accounting software with all the relevant item details applied.
This article is relevant to the legacy Dext experience. You can access the article for the enhanced Dext experience here.
Important: To be able to connect with an accounting software you must have the Admin level role. If you cannot see the Connections section in the sidebar it means you don’t have this access. Reach out to your account administrator or accountant/bookkeeper to request access.
- What does Integrating do?
- Setting up the Connection
- Tax & Category Settings
- How to Publish to Xero
- Publishing Errors
- How to Reconnect
- How to Refresh Lists
What does Integrating do?
Integrating the platforms will:
- Sync the Chart of Accounts, Suppliers, Customers, Tracking Categories, and Payment Methods between the two softwares.
- Activate the ‘Publish’ button, which sends your Dext Prepare items directly to Xero.
Setting up the Connection
To connect your Dext account to your Xero account:
1. Navigate to the Connections section of the sidebar, then Integrations.
2. Find Xero in the list of Available softwares, then click the Connect button.
3. Click the Connect Software button – you’ll be redirected to xero and prompted to log in to your Xero account.
4. Follow the steps provided until you return to Dext Prepare.
5. Choose an organisation to give Dext access to, and click Next.
6. Finally, you will see a confirmation that your organisation is connected. Click Finish.
Note: Your Chart of Accounts from Xero will be imported into Dext Prepare and can be found on the Categories page under the Lists section of the menu.
Configuring Tax & Category Settings
Before publishing an item its essential to have the correct tax settings and categories selected for the item. This will ensure your items are published to the correct destination and with the correct details applied.
This can be done by editing the item on the Item details page, or you can also set rules that will be applied to specific suppliers or customers each time a document is received from them.
Tax:
Tax Settings for Canadian Xero users
The Domestic Reverse Charge (DRC) in Dext Prepare
How to Publish Tax Rates to Xero
How to publish multiple currencies to Xero
Categories:
How to use Xero Tracking Categories in Dext Prepare
How to use Xero Lock Dates in Dext Prepare
How to Publish to Xero
Once your tax and category settings are correctly configured, you’re ready to publish you items. See the articles below for more information to publish different types of items:
- Where are Costs and Sales items published to in Xero?
- How to edit, publish and export items
- How to publish a paid purchase to Xero
- How to publish multiple currencies to Xero
- How to publish, export or share an Expense Report
- How to publish to ‘Bank Accounts’ to reconcile paid items in Xero
Publishing Errors
If you have any issues publishing to Xero, see this article for what to do when you receive a publishing error message.
Xero Publishing Error Messages
How to Reconnect
Reconnecting will re-establish the connection with your accounting software. You may need to reconnect when your Xero integration breaks. This could be because your login credentials have changed or your Xero connection has expired.
If you would simply like to refresh your chart of accounts, see how to refresh the connection section below.
To re-connect:
1. Navigate to the Connections section of the sidebar, then Integrations.
3. Click the green Reconnect button.
4. Click the Connect software button – you’ll be redirected to xero and prompted to log in to your Xero account.
5. Click on the blue Continue with “x” organizations button.
6. Once you’ve returned to Dext, select the relevant organisation to give Dext access to, and click Next.
7. Finally, you will see a confirmation that your organisation is connected. Click Finish.
How to Refresh Lists
Refreshing your connection will only refresh the charts of accounts (all the lists pulled from the integration).
Please note: No data will be lost when the connection is refreshed.
To refresh your Xero data:
1. Open the Xero organization in a separate tab or window of your browser.
2. Go to Connections in the sidebar, then Integrations.
3. Click the Manage Connection dropdown, then Refresh integration data.
4. Finally, you will see a green banner confirming the refresh is in progress. The process should only take a couple minutes.
