Removing Xero Integration

Topic

You can request to disconnect from your Xero integration at any time, however the are a few things to not when making this change, we recommend reviewing these before completing your request to the support team. 

Instructions

Removing the integration will disconnect the two-way sync for the current invoices, meaning future updates from Tradify or Xero won't reflect in the other system.  

Before disconnecting the system, please ensure the following:

• All payments are up to date between the platforms.
• Any changes that you need in both systems are made.
• Any bills that need to be sync to Xero are sent.

Once these have been completed, you will need to send an email to support@tradifyhq.com or connect to our live chat to request the disconnection.

What Happens After the Disconnection

Invoices that had been linked via the 2 way sync, once disconnected, will no longer display in the various tabs (i.e. Unpaid, Overdue, Paid), Instead they will be moved to the All tab and show as Sent to Accounting for the status, and all further changes will need to be managed from the Xero end, including payments.

Note: If you have disconnected your Xero and then later decide to reconnect to your Xero integration, the invoices that had previously had a 2 way sync between both platforms, will not be able to re-establish this connection.

Additional Information

For more info on your Xero integration, see here: Syncing Information From Xero Into Tradify