Xero says it needs reconnecting
- Admin
Short answer
Xero has stopped accepting Roux Roster's connection to your Xero organisation. An Admin clicks Allow in Settings › Integrations and approves access in Xero. Your matches and mappings are kept. Don't click Disconnect.
What you see
- In Settings › Integrations, the Xero card shows Needs reconnecting, and the Xero file shows Xero needs you to Allow again. Leave and new staff stop updating until you do.
- Admins see the same line on the Dashboard, with Open Integrations.
- Active Admins get one email: Xero needs you to Allow Roux again.
- A push to Xero says Xero connection needs reconnecting. Reconnect from Settings.
Why it happens
Xero has stopped accepting Roux Roster's access to that Xero organisation. Until you reconnect, leave balances and new staff stop updating from Xero, and you can't push to that file. Nothing in Roux Roster is deleted.
Reconnect Xero
- In the Dashboard, go to Settings › Integrations. From the Dashboard message, click Open Integrations.
- Click Allow next to the Xero file.
- Sign in to Xero and approve access for the same organisation.
- Back in Roux Roster, you see Xero reconnected.
Reconnecting this way keeps your staff matches, earnings rate mappings and leave balances.
Don't disconnect to fix it
Disconnect is for when you stop using a Xero file. It removes the staff matches, earnings rate mappings and leave balances for that file, and you would need to set them up again. Use Allow instead.
After you reconnect
- Push any hours that didn't go. See Send approved timesheets to Xero.
- If the message comes back, send us a message.
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Check the date range, venue and status filters first. A shift only counts once it has a clock out, an auto-closed shift stops at the rostered finish, and a missed clock needs adding by hand.
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Staff can keep clocking. Each clock is saved on the tablet and sent when the connection comes back, or when you tap Send now. Clocks older than 48 hours can't be sent and need adding by hand.