Connecting Xero

Connecting Xero brings in invoices, contacts, payments, manual journals and bank transactions, kept up to date automatically. You need the admin role in Sprint Satellite and a Xero login with access to the organisation.

Before you start

The integration itself has to be set up first: the Sprint Digital developers register Sprint Satellite with Xero for your organisation as part of onboarding. Once that is in place, connecting is the steps below - if the Xero option is missing from the gallery or the sign-in step errors, that setup has not been done yet, so contact Sprint Digital.

Step 1 - start the connection

1. Go to Settings → Connectors.
2. Click New connector.
3. Choose Xero from the gallery.

Step 2 - sign in to Xero

Your browser goes to Xero’s own login page. Sign in with your Xero email and password (and Xero’s own two-factor code if you use one). Sprint Satellite never sees these details - you are signing in to Xero directly.

Step 3 - allow access

Xero shows what Sprint Satellite is asking to read. Choose the organisation to connect if you have more than one, then click Allow access.

Sprint Satellite only asks for read access to accounting data - it never writes back to Xero.

Step 4 - confirm the organisation

You are returned to Sprint Satellite. If your Xero login can see more than one organisation, pick the one to connect and confirm.

Step 5 - first sync

The connection appears in the Connectors list, first as Syncing and then Connected once the initial import is done. Open it to see each stream and how many records came in.

Data refreshes on a schedule from then on. You can also click Sync now on the connector’s Manage tab.

Try it

Open Chat and ask something like “What was our total invoiced revenue last month?” or “Who are our top 10 customers by invoice value?” - see Asking questions.

Disconnecting

Disconnect on the Manage tab stops syncing but keeps the data you already have. Remove data deletes it - dashboards and answers built on it stop working.