Once you have integrated your Dext Prepare account and your accounting software, you can use various functions and settings to manage the connection between the two applications.
Managing your integration
The integrations tab under Connections is the dedicated space to add and manage your integration with an accounting software.
Management features available :
- Reconnecting
- Refreshing integration data
- Changing connection
- Disconnecting
Reconnect
It may be necessary at times to reconnect with your integration, for example when the connection expires and needs updating.
❗No worries, the settings and automation rules you have already set up will remain unchanged.
To reconnect:
1. From the Integration page, click on the green Reconnect button.
2. This will start the connection flow. Follow the steps required to reconnect.
💡Good to know: You’ll need to reconnect when you see a publishing error for the reason: ‘Connection is expired’.
Refresh integration data
Update all the lists at once (Categories, suppliers, customers, tax code…) by refreshing integration data. This is useful when you make several changes in your accounting software that need to be displayed in Dext.
To refresh integration data:
1. From the Integration page, open the dropdown Manage Connection menu.
2. Click Refresh integration data.
The update of all your lists will start, and a confirmation message will be displayed when complete:
If you only need to update one list. For instance, you just added a new supplier in your accounting software:
1. Go to Suppliers in the Lists section of the sidebar.
2. And click on Reload to update the suppliers’ list.
Change connection
Working with new accounting software? You can easily integrate the new software:
📣When integration is changed:
- The former software will be totally disconnected.
- Lists from your new software will be pulled into Dext (this could take a few minutes).
- You will be able to transfer your previous automation rules with the new integration by using the new call to action that appears: Merge lists.
Changing integration
- From the Integration page, open the dropdown Manage Connection menu.
- Then click on Change connection.
- Follow the steps to connect with the new software, to set up the new integration.
Using Merge Lists
Transfer your previous automation rules with the new integration by using the new call to action that appears: Merge lists.
You’ll see a window that will take you through the steps of merging your lists. The first step will outline what the process will do. Click Continue when ready.
The next several screens will be for each of the lists (eg. categories, taxes, bank accounts) that are able to be merged.
You will see your old list items and can use the drop-down to select which of the new list items relate to the old list. You can make a selection by selecting some but not all lists or even to skip whole lists if needed. When ready click Continue.
Once you’ve clicked Continue on the last list the process will be complete.You can view your lists at any time by going to Lists in the sidebar and selecting the relevant list. Your automation rules remain unchanged.
Disconnect
To removes the connection with an accounting software.
- From the Integration page, open the dropdown Manage Connection menu.
- Then click on Disconnect.
3. Choose whether you would like Dext to keep the current lists you have right now, or to reinstate the lists you had before integrating with the software.
Please be aware that selecting ‘I want to merge my list data later’ will remove all the rules and manual settings you have applied to an item.
