Re-authentication of Xero

If your Xero sync is failing due to expired credentials, de-activated account, etc. you will need to re-authenticate the connection.

Once re-authentication is complete, your Xero connector will resume syncing automatically.

Prerequisites

Before you begin, make sure you have:

• An active Xero account with Org Admin permissions

• Your Xero login credentials

Step 1: Open the Xero Integration in Drivetrain

When a Xero connector has failed, you can re-authenticate the connection in the following ways:

1. Click Reconnect on the pop-up that appears when you open the Xero integration.

2. If the pop-up does not appear, click on the Overflow Menu (3 dots) beside the connector, select Edit credentials

3. Click on Login to connect → in the window that appears.

Either option takes you into the Xero login flow.

Step 2: Log In to Xero as an Admin

1. On the Xero login page, sign in using an Org Admin account.

2. If prompted, complete the Multi-Factor Authentication steps.

Re-authentication must be completed using an Org Admin account. A standard user or non-admin role will not have sufficient permissions to re-authorize the connector.

Step 3: Disconnect Existing Drivetrain Apps in Xero

Before you continue, you must disconnect any existing Drivetrain apps in your Xero settings. If you skip this step, re-authentication will fail because duplicate Drivetrain apps are already registered in Xero.

1. After logging in to your Xero account, locate the message at the bottom of the screen that reads: "You can disconnect at any time by going to Connected Apps in your Xero settings." Click the Connected Apps link within this message.

2. On the Connected Apps page, click Disconnect next to the Drivetrain app.

3. If you have multiple Drivetrain apps connected, you'll need to disconnect each one individually. Be sure to check all pages, as the list of connected apps may span multiple pages.

Re-authentication will not succeed until every Drivetrain app listed in Xero's Connected apps has been disconnected.

Step 4: Return to the Login Page and Select the organisation

After disconnecting the existing Drivetrain apps:

1. Return to the popup that appeared after logging in to Xero.

2. Sign in again with your Org Admin account, if you are prompted to.

3. Select the organization you want to reconnect with Drivetrain.

You must select the same organisation that was originally connected to Drivetrain for which the sync failed. If you select a different organisation, the connector will not be restored correctly.

If your Xero login is linked to multiple organisations (for example, USA, UK, or a parent entity), choose the exact organisation that matches the Drivetrain data source you are updating.

For example, if you are editing credentials for a data source labelled for USA in Drivetrain, you must select USA during Xero re-authentication.

Step 5: Allow Access and Complete Re-authentication

1. After selecting the correct organisation, click Allow access on the Xero authorization screen.

2. You will be redirected back to Drivetrain.

3. The Xero connector will refresh, and the sync will start automatically.

Troubleshooting

If re-authentication does not complete successfully, check the following:

• Confirm that you used an Org Admin account during login.

• Make sure every Drivetrain app in Xero's Connected apps list has been disconnected. Any leftover app will block the flow.

• Confirm that you selected the same organisation that is linked to the Drivetrain data source you are updating.

Still Stuck? We Can Help.

If you are unable to re-authenticate Xero after following all the steps above, reach out to your Drivetrain onboarding partner or Customer Success Manager.

Include a short description of the step where the flow stopped, along with a screenshot of any error message. The Drivetrain team will help you troubleshoot and guide you through the next steps.