Re-authenticating a Xero file

BI4Cloud accesses your Xero data using the Xero API and that permission is granted when you connect the Xero file. In Xero you need to have a user role of Standard or Advisor to access the API. 

See this link for more info 
- https://central.xero.com/s/article/Change-a-user-s-role-or-permissions?userregion=true

If the user who connected BI4Cloud to your Xero file has their privilege revoked then your data will no longer sync.

You can re-authenticate the connection using these steps.

  1. Log into BI4Cloud, and click on the Edit Company icon:

    Screenshot 2024-06-20 at 1.27.06 PM.png
  2. Click on the wrench icon, to edit the connection properties to Xero:

    Screenshot 2024-06-20 at 1.39.10 PM.png

  3. Click on the reauthenticate button:

    Screenshot 2024-06-20 at 1.27.32 PM.png

    It will then re-direct you to Xero to select which company you wish to have BI4Cloud have access to.

Once this is done, try a resync of the company and check that the correct info appears.

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