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Xero / integration problems

Fix Xero problems in bluprnts — a lapsed connection, stale books, figures read at the wrong date, and an empty Plan vs Actual.

Integration problems fall into three groups: the connection, the data, and the comparison. Work out which one you have before you start fixing things.

The connection#

"Needs reconnecting" — the authorisation has lapsed. Select Reconnect on the connection card. Nothing is lost.

Connect isn't offered — a company reads from one accounting system at a time. Something is already connected; disconnect it first.

The wrong organisation — if your Xero login covers several, use the Read from picker on the connection card rather than disconnecting.

The data#

"Nothing has been posted for over a fortnight" — your ledger is behind. bluprnts reads what's in your accounts, so refreshing changes nothing until the transactions are posted and reconciled in Xero.

The figures are out of date — check Downloaded on the connection card and select Refresh Data.

The opening position is read at the wrong date — figures are read at the month end before your forecast starts, shown as Position read at. If that's not what you expected, your forecast window starts somewhere other than you thought. Change the window and the read date follows.

A figure looks wrong — check the evidence column in Fill in from your books. It shows what in your accounts produced that figure, which usually identifies the account that's miscoded.

It proposed nothing — "Your model already matches your books" means there's nothing to change, not that the read failed.

Plan vs Actual#

"Nothing to compare yet" — no accounting system is connected.

"Nothing has closed yet" — the integration is working. No month has ended since your forecast opened, so there's nothing to compare. Partial months are deliberately excluded.

A line is missing — almost always an unmapped account. Open Account mapping, select Show all, find the account and set its target. See Map accounts.

The variance looks wrong — check the month is fully reconciled in Xero. A month with unposted invoices compares your plan against an incomplete record and makes the business look better or worse than it was.

What the integration will never do#

  • It won't write to Xero. It's read-only.
  • It won't change your model without you ticking a figure and applying it.
  • It won't replace your drivers with history. Your sales, costs and headcount stay yours.

If something appears to have changed your model on its own, look at the applied changes from the assistant rather than the integration.