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Reconfiguring a Xero integration
Reconfiguring a Xero integration

How to reconfigure Xero integration

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

During the initial connection of Katana to Xero, you are asked to map Xero ledger accounts and taxes to Katana.

There is no Xero integration configuration section in Katana that you could access after the initial connection.

However, you can change the integration configuration and reimport your customers and suppliers by disconnecting your Xero account from Katana and then reconnecting. Katana remembers your previous integration settings, so all your mappings are already prefilled when reconnecting. You can then edit those mappings as you progress through the connection flow.

When the reconnection is completed, your Xero integration settings are updated.

Reimporting customers and suppliers from Xero

If you also selected in the last step of connection to import all your customers and suppliers then all contacts are resynced with data from Xero.

What is updated in Katana:

Customer: First Name, Last Name, Company Name, All Shipping address details, All Billing address details, Phone number

Supplier: First Name, Last Name, Phone number

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