The Xero Connector
Check your Xero connection, refresh Xero data, fix a broken link and pick a branding theme.
The Xero Connector page shows the Xero organisation Smartworks is connected to. From here you refresh the Xero data Smartworks keeps a copy of, restart the connection if it stops working, and choose the Xero branding theme for your documents.
Before you are connected
Until Smartworks is connected, the page explains the connection and shows Connect To Xero. The steps are in Connect Smartworks to Xero.
The connection table
| Column | What it shows |
|---|---|
| Organization Name | Your Xero organisation. |
| Connected to Smartworks | true once the organisation is active in Smartworks. |
| Last Refreshed Auth | When the connection to Xero was last renewed. |
| Actions | Disconnect removes the link from the Smartworks side. Activate appears for an organisation that is not active yet. |
Xero Data Sets
Smartworks keeps a copy of some Xero data so pages load quickly. Xero Data Sets lists each copy, such as Customers & Suppliers, Tax Rates, Tracking Categories, Chart of Accounts and Branding Themes. Each shows Last Updated and when it next updates in the background.
Step by step: update Xero data now
- Click Settings in the header.
- Click Xero Connector under Connectors.
- Click Xero Data Sets.
- Click Update beside the data set you changed in Xero.
- Click Close.
Smartworks shows that the data set was updated from Xero. Each set can be updated from here once every few minutes. Until then its Update button is greyed out, and the dialog says when you can update it again.
Connector Help
If you cannot see your Xero data or your connection details, Connector Help walks you through connecting again:
- Disconnect the Smartworks connector on Xero’s Connected apps page.
- Click Restart Xero Connection to start connecting again.
Xero Settings
| Setting | What it does | Default |
|---|---|---|
| Xero Branding Theme Text | Select the Xero Branding theme to user for Invoices, Quotes and Purchase Orders | Not set |
Xero Branding Theme lists the branding themes in your Xero organisation, plus - None -. It saves as soon as you pick one.
Good to know
Clear Customers
Clear Caches and its Clear Customers button appear only when Smartworks support opens the page with a special link. You do not need them day to day.
See also
- Connect Smartworks to Xero - the first-time connection, step by step.
- Connector customers - hide Xero customers you do not work for.
- Connector suppliers - choose which Xero contacts are suppliers.