Overview: This articles discusses errors that appears when Active can no longer authenticate your connection to Xero. This may be due to an expired token or a loss of authorisation, and it prevents Active from importing or accessing data from the linked Xero file.
Please refer to the Glossary for definitions of key terms used in this article.
Symptoms
Users may occasionally encounter either of the following errors when importing a trial balance from a Xero source:
'You are not connected to Xero or your connection has expired'
OR
'Your Xero account which is connected to Active is not authorised by Xero to access information from this file.'
Cause
Xero authentication tokens are typically valid for 30 days and must be refreshed individually by each user to maintain the connection.
Users must ensure they maintain ongoing access to the underlying Xero file
Resolution
To resolve the Xero connection issue, please follow these steps thoroughly and without omission:
Click the settings cog in the top-right corner.
Navigate to Manage Sources.
Select the relevant source (i.e. Xero/MYOB/QBO/Active Ledger, etc.).
Click on the "Connect" or "Update Connection" or "Login to Xero/MYOB/QBO" button."
If you don’t see the "Update Connection" or "Login to Xero" button but can see the "Switch login" option at the top-right of the screen, please click that.
If connecting to Xero, on the next screen in Xero, use the dropdown menu to select the Xero files you want to connect to, and click the Continue with x organisations button at the bottom.
Once completed, please select 'Save Source' on the above page and check if this resolves your issue.
Additional Notes
All users accessing a binder will need to authenticate themselves independantly with the connected Xero source when importing any data from the Xero file. Periodic reconnection is expected due to Xero’s token expiry.