Skip to main content

Managing your Xero connection

Your Xero connections live under Skills → Ledger Connections → Xero in Sterling. From here you can add more organisations, disconnect a specific organisation, reconnect after a disconnect, or disable the integration entirely.

Written by Ludwig Wendzich
Updated today

See what's connected

Under Skills Ledger Connections → Xero, the Connected Xero Organisations section lists every organisation you've authorised, showing:

  • Organisation name

  • Organisation ID

  • Connection status (Active / Not in use)

  • Who enabled the connection

  • When the connection was enabled

Connect an additional organisation

If you have more than one Xero organisation (multiple entities, clients, or departments):

  1. Go to Skills → Ledger Connections → Xero.

  2. Click Add Organisation.

  3. On Xero's consent screen, choose the organisation and click Allow access.

Sterling syncs each organisation's Chart of Accounts, tax rates and contacts independently. Data from one organisation is never mixed with another.

Disconnect an organisation

  1. Go to Skills → Ledger Connections → Xero.

  2. Click the disconnect icon next to the organisation.

  3. In the confirmation dialog — "Are you sure you want to disconnect from [organisation name]?" — click OK to confirm, or Cancel to keep the connection.

What happens when you disconnect

  • Sterling revokes its OAuth token with Xero immediately.

  • Sterling stops making any further API calls to that organisation.

  • Sterling's local copy of that organisation's data is soft‑deleted (kept for audit, marked inactive).

  • Nothing is deleted inside Xero. Previously filed bills, contacts and attachments remain intact.

  • If it was your only connection, you'll see "No Xero organisations connected yet" on the Ledger Connections page and a toast confirming the disconnect.

Reconnect after a disconnect

Just click Add Organisation and run through the Xero consent flow again. Sterling recognises the organisation and restores its state. Previously filed bills don't need to be re‑filed — they're still in Xero.

Disconnected from the Xero side

If you (or a Xero admin) disconnect Sterling from Xero → Connected apps, Sterling detects this in two ways:

  • Via the disconnect webhook Xero sends.

  • On the next API call, which returns a 401 or 403.

Sterling auto‑disconnects its side, clears the revoked tokens, and shows a Disconnected status on the Ledger Connections page. No further API calls are made until you reconnect.

Disable the integration completely

To turn Sterling's Xero skill off but keep your organisations configured (e.g. during an accounting freeze or a trial period):

  1. Go to Skills → Ledger Connections → Xero.

  2. Click Disable at the top of the Xero skill page.

Re‑enable any time by clicking Enable. Your configured organisations are preserved.

Did this answer your question?