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Can I manually refresh the Xero integration?

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Soldo automatically refreshes the Xero integration each day after midnight. You can also manually trigger a data refresh to update the integration at any time.

This updates your Soldo account with any changes made in Xero since the last refresh, including any imported lists (for example, Expense Category, VAT Rate, Supplier, or Tracking Categories).

To manually refresh the integration:

  1. Navigate to the Integrations tab on the left-side menu and select Marketplace.
  2. Within the Xero integration box, click Refresh next to View report. It may take a couple of minutes for the list to refresh completely.
  3. Alternatively, go to Settings and click the Refresh button next to Refresh integration.
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