Skip to main content

How to reconnect Xero if the connection has been lost

  • Updated
 
On some occasions your Weel account may lose connection to your Xero file. If this is the case, the Xero Integration in your Weel account will show a ! Disconnected warning message.
 
To view this message in your Weel account:
  1. Click Settings
  2. Click Integrations

Screen_Shot_2022-10-24_at_11.14.44_am.png

 

To reconnect your Weel account to Xero:

  1. Click Reconnect to Xero
  2. You will be re-directed to Xero
  3. Enter your Email Address and Password to login to Xero (if prompted)
  4. Click Allow Access
The integration is now reconnected and transactions will begin syncing to your Xero bank feed.

Please note, Weel will sync transactions from the Latest statement import date. For example: If the last successful import into Xero was on the 09.08.21 at 5:09am, Weel will sync all transactions from your Weel account into Xero from this date and time.
 
If any transactions have been manually entered into Xero during the period between the last successful import and the current date, you will need to reach out to help@letsweel.com so we can mark the transactions that you have created in Xero, as reconciled in Weel. This will allow Weel to skip the transaction once the newly established sync begins. This will avoid duplicate transactions in your Xero account.