Overview

Synchronizing an existing connector from PEX to Xero ensures that financial data flows seamlessly between the two platforms, enabling efficient expense management and accounting processes. This guide provides step-by-step instructions to synchronize your PEX account with Xero.

Prerequisites

Before you begin, ensure you have the following:

1. PEX Account: Ensure you have an active PEX account with the necessary permissions to configure integrations.
2. Xero Account: Ensure you have an active Xero account with the necessary permissions to configure integrations.
3. Administrator Access: Ensure you have administrator access to both PEX and Xero accounts.
4. Signed into Xero: Sign into your Xero account in a separate web browser. This will simplify the authentication steps between PEX and Xero.

Steps to Synchronize PEX with Xero

Step 1: Log in to Your PEX Account

1. Open your web browser and go to the PEX login page.
2. Enter your credentials (username and password) and click "Login".

Step 2: Access the Integration Settings

1. Once logged in, navigate to the Apps icon located at the bottom of the navigation menu on the left side of the page.
2. On the Apps page, find the PEX Connector for Xero app and select Launch.

Step 3: Run Sync

1. Select the SYNC option on the left side of the page.
2. Important: Stay on this page until the synchronization operation completes. Leaving the page will cancel the sync. Refreshing the page will cancel the sync.
3. You can return at any time to run the sync operation again.

Note: Sometimes the amount of data that will be moved from PEX to Xero is large enough that the sync operation will time out. If you go into Xero and don't see all the transactions, then go back to PEX and run the sync operation again.

How to Re-Initialize the PEX to Xero Connector

Sometimes the connector between PEX and Xero will time out, requiring the credentials between PEX and Xero to be refreshed. This section will walk you through the steps to reinitialize an existing connector. It helps if you are already logged into Xero before starting this operation.

Prerequisites

Ensure you are signed into your Xero account in a separate web browser tab to simplify the authentication steps between PEX and Xero.

Step 1: Log in to Your PEX Account

1. Open your web browser and go to the PEX login page.
2. Enter your credentials (username and password) and click "Login".

Step 2: Access the Integration Settings

1. Once logged in, navigate to the Apps icon located at the bottom of the navigation menu on the left side of the page.
2. On the Apps page, find the PEX Connector for Xero app and select Launch.

Step 3: Reconnect the Xero Integration

1. If the connector has timed out, you will automatically be prompted to reconnect with the following notification:
2. Click on the Reconnect to Xero button. You will be redirected to the Xero login page.
3. Enter your Xero credentials and authorize PEX to access your Xero account.
4. Once authorized, you will be redirected back to the PEX integration settings page.

Step 4: Reconfigure Sync Settings

1. In the PEX integration settings page, reconfigure the settings as follows:
   • Select Xero Organization: Choose the Xero organization you want to sync with.
   • Accept Default Mapping Accounts: Ensure PEX expense categories are correctly mapped to Xero accounts. Accept the existing mappings.

Step 5: Run Initial Sync

1. Select the SYNC option on the left side of the page.
2. Important: Stay on this page until the synchronization operation completes. Leaving the page will cancel the sync. Refreshing the page will cancel the sync.
3. You can return at any time to run the sync operation again.
4. Note: Sometimes the amount of data that will be moved from PEX to Xero is large enough that the sync operation will time out. If you go into Xero and don't see all the transactions, then go back to PEX and run the sync operation again.

By following these steps, you can successfully reinitialize the connector between PEX and Xero, ensuring that your financial data continues to flow seamlessly between the two platforms. writing writing