Reconnect your account with Xero should an error with the connection occur.
This article is relevant to the enhanced Dext experience. You can access the article for the legacy Dext experience here.
Your Xero connection could break because your login credentials have changed or your Xero connection has expired.
Reconnecting will re-establish the connection with your accounting software.
If you would simply like to refresh your lists, see how to refresh the connection section below.
Important: To be able to connect with an accounting software you must be assigned the Admin role. Reach out to your account administrator or accountant/bookkeeper to request access.
How to Reconnect
Reconnecting will re-establish the connection with your accounting software. You may need to reconnect when your Xero connection 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:
- Navigate to Business Settings in the sidebar, then Connections.
- Under Accounting software, click the Manage next to Xero and in the drop down list, click Reconnect.
- You’ll be redirected to Xero and prompted to log in to your Xero account. Follow the steps provided until you return to Dext,
- Once you’ve returned to Dext, select the relevant organisation to give Dext access to, and click Next.
- 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:
- Navigate to Business Settings in the sidebar, then Connections.
- Under Accounting software, click the Manage next to Xero and in the drop down list, click Refresh integration data.
- Finally, you will see a green banner confirming the refresh is in progress. The process should only take a couple minutes.