Connections · Connecting
How do I import from Xero?
Xero is a one-time import, not a live connection. The import reads one fixed history window of customers, the payments received on invoices, and expenses; the invoices themselves are not imported. Payments and expenses go through the same duplicate checks as Stripe and the bank, so the same money is counted once. When the history is in, DeskOps removes its local tokens and disconnects this business from Xero automatically; if the remote disconnect needs a retry, Settings says so. A Xero connection still needed by another connected business is kept for that business; the import can be undone for seven days from Recent imports. A large Xero book may stop at a saved page: Settings then says Continue import, and continuing resumes from that page without inserting the earlier rows again.