Connecting and Disconnecting

Connect Xero once for your organisation, then configure the invoicing and payroll workflows you use. You need access to update Astalty's settings and a Xero account that can authorise the requested access.

Connecting Xero

1. Open the Integrations settings page.
2. On the Xero card, click Connect.
3. Sign in to Xero and choose the organisation to connect.
4. Grant all requested access, then return to Astalty.
5. Wait for Connection successful. If Astalty shows Select Organisation, choose the intended organisation.
6. Confirm Connected Organisation on the Xero settings page before configuring any mappings or sending work.

Allow Access

Astalty requests access to invoices and accounting settings, plus employees, payroll settings and timesheets. If your Scheduling payroll platform is Xero, the person connecting must be able to grant the requested payroll access as well as accounting access. Ask your Xero administrator to complete the connection if needed.

New connections and refreshes request narrower invoice access than older connections. Existing accounting connections can continue working; you do not need to disconnect solely because the access request has changed.

If you use automatic leave sync, an older connection may allow timesheets but still lack access to send leave. Use Refresh Connection when Astalty displays the leave warning, then check that it clears. See Resetting Your Xero Connection.

Finish Setup

• Invoices: set a Default Sales Account and review the invoice settings in Configuring the Integration.
• Payroll: select Xero as the payroll platform and complete the payroll setup, including employee links, Pay Items and calendars.
• Leave: enable and configure Xero Leave Sync.

A successful connection confirms that Astalty is linked to the organisation. Resolve any setup warnings before sending invoices or payroll.

Disconnecting Xero

Disconnect when you intend to stop using the integration. To repair access, use Actions > Refresh Connection instead; you do not need to disconnect first.

Disconnecting removes Astalty's stored Xero credentials and clears Xero as the selected invoicing platform. Astalty can no longer read from or send to Xero until you reconnect. Existing records, settings and mappings remain.

When you successfully reconnect, Astalty automatically retries failed invoice batches. Check their sync results before taking further action. Timesheets, leave and missing payments have their own recovery steps.

1. Open the Xero settings page.
2. Select Actions > Disconnect.
3. Confirm Disconnect.

If you reconnect after a problem, follow the recovery steps for the work that failed.