Refreshing Xero Accounts in Profiler

Profiler maintains a copy of the available accounts in Xero so that you can assign a source code to the associated Xero account for payments to flow through to.

Should you add a new account in Xero, you will need to refresh the list of accounts in Profiler. To do this, go to Setup > Integration > Xero Integration

At the base of the screen you will see your linked Xero database(s). On the “…” menu of the Xero database you wish to refresh click Rebuild Xero/Profiler Accounts. Profiler will then connect to Xero and get the latest Xero accounts.

After a few moments you will see on the screen all the accounts and information Profiler has received from Xero, and if you scroll to the bottom, there will be a link to “Click here to go back” – if you click this, you will be returned to Profiler and then the accounts will be available for selection in the source codes linking.

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