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Reconnecting Files with New Xero Permissions
Reconnecting Files with New Xero Permissions

When we add to the list of Xero permissions we request access to, you will need to reconnect your Xero files to utilise our new features.

Jhanav Lakhiani avatar
Written by Jhanav Lakhiani
Updated over a week ago

As we continue to update and expand our app we are increasing the list of Xero permissions we request access to.

This issue can also occur due to a client removing access, Xero having outages, and us losing the token. It happens occasionally, and once we lose it, we cannot do anything about it until the file is reconnected.

You will need to reconnect your Xero files to XBert so we can process and audit the files with our new features.

NOTE: Only reconnect clients you have previously added to XBert.

Here's how to do it:

1. From your XBert portal, select the Clients board in the top left of your screen.


2. On the top right-hand side of the screen, you will see the number of clients whose access requires updating and reconnecting.

Select the red reconnect button and you will be taken to a list of clients who require reconnection, click reconnect Xero.


3. Once you have checked that the information is correct, click on continue with the number of organisations listed.

From there you will be taken back into XBert with your clients' connections updated and improved.

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