Connecting Xero

Connect Xero to Sidekick, what Sidekick reads, and how to reconnect or disconnect.

Connecting

1. Go to Settings → Connections and accept the testing agreement if you haven't yet.
2. Press + Connect Xero Org. You're taken to Xero to sign in.
3. Choose the organisation (or organisations) to connect, and approve read-only access.
4. You're brought back to Sidekick and the first sync starts.

What Sidekick reads from Xero

• Invoices, payments and credit notes.
• Supplier bills and repeating bills, for the cashflow forecast.
• Bank balances and monthly totals in and out of each account. Never individual transactions.
• Customer contact details (stored encrypted).
• Your profit and loss, chart of accounts and tax rates.
• Payroll pay runs, pay rates and hours (pay rates stored encrypted).

Access is read-only. Sidekick can't create, change or delete anything in Xero.

Reconnecting

Xero access needs renewing if Sidekick hasn't synced for about 60 days, or when Sidekick adds something new to read. If the Connections page asks you to reconnect, press Reconnect and approve the same organisation again.

Disconnecting

Press Disconnect next to the organisation. Sidekick stops syncing and deletes its access, and keeps the history already synced. See Disconnecting and deleting your data.

Still stuck? Contact us or use the Feedback button at the bottom right of any page in Sidekick.