Xero Sync Issues

Xero Sync Issues

Solido relies on a live connection with Xero to keep your invoices and contacts up to date. Occasionally, sync issues can arise due to expired tokens, network problems, or changes to your Xero account. This guide covers the most common sync problems and how to resolve them.

Xero Sync Not Working

If your invoices or contacts are not updating, the first step is to check the status of your Xero connection. Navigate to Settings → Integrations and look at the Xero connection panel. If the connection shows as active, try clicking the Sync button to trigger a manual sync. Wait a few minutes and then check whether your data has updated.

If a manual sync does not resolve the issue, try disconnecting and reconnecting Xero. This refreshes the authentication tokens and re-establishes the connection. See the steps below for how to do this.

Monitoring Sync Status

Solido provides a detailed sync status page so you can see exactly what is happening with your Xero connection. Navigate to Settings → Sync Status to view the following information:

• Total syncs: The total number of sync operations that have been performed.
• Success rate: The percentage of syncs that completed successfully.
• Status per sync: Whether each individual sync succeeded or failed.
• Sync type: Whether the sync was automatic (scheduled) or manual (triggered by you).
• Date and time: When each sync occurred.

If you notice a pattern of failed syncs, this usually indicates a connection issue that needs to be resolved by reconnecting Xero.

Connection Expired

Xero uses OAuth tokens to authenticate the connection with Solido. These tokens can expire over time, especially if the connection has been idle or if permissions were changed in Xero. When the token expires, Solido can no longer communicate with Xero and syncs will fail. The solution is to reconnect Xero, which generates fresh authentication tokens.

Disconnecting Xero

To disconnect your Xero account:

1. Navigate to Settings → Integrations.
2. Find the Xero connection panel.
3. Click the Disconnect button.
4. Confirm the disconnection when prompted.

Disconnecting Xero will stop all syncs until you reconnect. Your existing data in Solido is preserved, but it will not be updated until a new connection is established.

Reconnecting Xero

To reconnect your Xero account:

1. Navigate to Settings → Integrations.
2. Click the Connect Xero button.
3. You will be redirected to Xero to authorise the connection.
4. Select the Xero organisation you want to connect.
5. Grant the requested permissions and confirm.
6. You will be redirected back to Solido with the connection active.

Once reconnected, Solido will run an initial sync to bring your data up to date. This may take a few minutes depending on the number of invoices and contacts in your Xero account.

Getting Help

If you have tried the steps above and are still experiencing sync issues, contact the Solido support team at [email protected]. To help us diagnose the problem quickly, please include the following in your email: your workspace name, a description of the issue, any error messages you have seen, and the steps you have already taken to try to resolve it.