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Integrate page overview

Use the Integrate page in AutoEntry to connect your company to accounting software and check the connection status. You can also use the page to identify and troubleshoot integration issues.

Access the Integrate page to connect accounting software, review connection status, and investigate integration issues.

Access the Integrate page

📎NOTE: Only users with the Company Settings permission can access the Integrate page. If you need access, ask the Billing account holder to give you permission to this page.

If you cannot see the Integrate option, only users with Integrate permissions can perform these actions. Request assistance from a user with the necessary permissions.

  1. Click Home to access the companies list.

  2. Click the name of the relevant company.

  3. Click Integrate.
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    Submenu on company home page. It shows Company Settings, Company Contacts, Manage Lists, and Integrate.

Connect accounting software

The Integrate page displays the accounting software products that AutoEntry supports.

  1. Find the product you want to connect.

  2. Click Connect.

  3. Follow the on-screen steps to complete the connection.

Disconnect or reconnect accounting software

To disconnect or reconnect a company integration in AutoEntry, follow these steps:

  1. Navigate to the company in AutoEntry.

  2. Click Integrate from the submenu on the company home page.

  3. Select the current integration (e.g., Xero or Sage) and click Disconnect.

  4. To reconnect, choose the appropriate product and follow the prompts to complete the integration.

Read more

Check the status of your integration

After you connect your accounting software, review the integration status from the Integrate page.

The status section shows whether the integration is running correctly.

If you use the Desktop Sync App, the page also shows the Sync App service status.

Example of an integration set up via the Desktop Sync App. The service is showing correctly in this instance.

Desktop service showing as running.

Troubleshoot integration issues

If the integration displays an error:

  1. Copy the exact error message.

  2. Search for the message in the Help Centre.

  3. Follow the guidance for the specific error.

  1. If the Disconnect button is disabled, it likely means you lack the required permissions. Contact the company admin to update your role and grant access to manage integrations. Once permissions are updated, refresh the page and try again.

Different errors require different solutions, so always use the exact error text when searching.

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