Connecting your Dext and FreeAgent accounts will enable you to send your Dext items directly to your accounting software with all the relevant item details applied.
Important: To be able to connect with an accounting software you must have Administrator level User Privilege access. 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.
Setting up the Connection
To connect your Dext account to your FreeAgent account:
- Navigate to Business Settings in the sidebar, then Connections.
- Under Accounting software, click the Connect button.
- Find FreeAgent in the list of accounting software, then click Connect.
- Next, click the Connect software button – you’ll be redirected to FreeAgent and prompted to log in to your account.
4. Follow the steps provided until you return to Dext.
5. Finally, you will see a confirmation that the connection has successfully been made. Click Finish.
After integrating, please allow a few minutes for all the category codes and lists to synchronise.
Publishing
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.
You can then publish your items, see how to publish here.
How to Reconnect
Reconnecting will re-establish the connection with FreeAgent. You may need to reconnect because your login credentials have changed or your 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:
- Navigate to Business Settings in the sidebar, then Connections.
- Next to FreeAgent, click Manage.
- On the Accounting software page, click the Reconnect button.
- Click the Connect software button – you’ll be redirected to FreeAgent and prompted to log in to your account.
- Follow the steps provided until you return to Dext.
- 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 lists:
- Navigate to Business Settings in the sidebar, then Connections.
- Next to FreeAgent, click Manage.
- On the FreeAgent page, click the Manage dropdown, then Refresh integration data.
- Finally, you will see a banner confirming the refresh is in progress. The process should only take a couple minutes.