How do I disconnect from Xero?
There are two options: (1) Disconnect from within Xero, or (2) disconnect from Botfiler.
The best way, is the former. It’s as easy as logging into Xero, navigating to “Settings”, and then to “Connected Apps”.
If Botfiler is connected to your Xero account, you will see it listed as an app. Simply click the “disconnect” button and this will remove it from Xero.
To disconnect from Botfiler, simply go to “Integrations” and you should see Xero listed as a connection. Click on the three dots and then “delete”.
What doesn’t your integration do?
Our integration does not post any information to Xero.
Botfiler merely receives data one-way from Xero.
How do payment processing fees appear in Xero?
They don’t. We bill a monthly invoice based on the number of seats and bots being used per month.
When and how does data sync occur? Is it manual, automatic, on login, in real-time. Are there any settings related to synchronizing?
You can test your Xero connection at any time using the “integrations” panel.
Data is synced manually using the “fetch data” control. This is typically actioned when creating a new return period.
There are no settings relating to data syncs.