This help note will explain how to connect and update Calxa from your Xero company data.


Contents

Create Organisation from Xero

Terminology

Update your Organisation from Xero

Reconnect to your Xero Organisation


Create Organisation from Xero


  1. Click on the Organisation Management button.

    create_1



  2. Click on the Create New From drop down button and select Xero.

    create_2


  3. Select Long Term Access Token.

    Long Term Access Token


    Note: Long Term Access Tokens have recently been introduced, and in the near future we will only support this method. For a short time we will continue to support 30 Min Access Tokens (the original access method) until we are absolutely certain Long Term Access Tokens are working as expected.


  4. On the Xero Authentication screen, enter your Xero credentials and click Login.

    Xero Authentication


  5. Select which organisation Calxa can access and click Authorise.

    Company Authorisation


  6. Select which Business Unit actuals to import and click OK.

    Business Unit Selection


    Note: Save time by only selecting the business units you will be reporting on in Calxa.


  7. Select Yes to import the Xero overall budget or No to create your own budgets in Calxa.

    Budget Import


  8. Calxa will then process the information from Xero; this may take a few minutes.

    Progress Dialog


  9.  When complete the organisation will be listed in the Organisation List.

    Organisation List


Terminology


Calxa broadly refers to cost centres including the organisation as Business Units. On your initial import, Calxa associates Xero Tracking Categories to the default Calxa Business Unit Terminology of Department and Project. You may however manually change the terminology settings to match that of Xero or some custom configuration.


In the Business Unit Terminology section edit the Name and click Save.

Terminology

Update your Organisation from Xero


  1. Click on the Organisation Management button.

    create_org_step_1



  2. Set your update options and click Update.

    Update


    Business Units: Only check the business units where you require the latest actuals. Checking additional business unit types will unnecessarily increase the time taken to update.

    Last Years: Check the Last Years option for faster updates. This restricts the update to a minimum number of years starting with the current financial year working backwards. 2 years will update the current and previous financial years only, thus saving time if you have multiple years of historical data.


  3. Calxa will then process the information from Xero; this may take a few minutes.

    Progress Dialog


  4. When complete the Last Updated Date will be updated in the Organisation List.

    Last Updated Date




Reconnect to your Xero Organisation


To reset the long term authentication token to your Xero file follow the steps below.

 

  1. Click on your organisation in the Organisation List. 




  2. Click on Reconnect next to the Update button.



  3. Now follow the instructions in steps 4.-5. shown above in Create Organisation from Xero. Once you have completed that return to step 4. below.


  4. Click the Update button to proceed with updating from Xero.