1. Go to Admin
From the left navigation menu, click Admin.
At the top of the Admin page, click Integrations.
The Integrations page lets you connect Diversity Sync’d with external tools used by your organisation.
2. Review Available Integrations
The Integrations page shows the tools that are available or planned.
You may see integrations such as:
Xero
Employment Hero
MYOB
QuickBooks
Microsoft Teams
Stripe
Each integration card may show its current status, such as:
Connected
Not Connected
Coming Soon
For Xero, the integration card may also show how many Xero organisations are currently linked.
If an integration is marked Coming Soon, it cannot be connected yet.
3. Open an Integration
Click the integration you want to view.
For example, click Xero to open the Xero integration page.
Before Xero is connected, the page may show:
Integration name
Connect button
Configuration areas
Integration information
After Xero has been connected, the page may also show:
Number of linked organisations
A three-dot menu for managing the Xero connection
Add Organisation
View Connected Orgs
Revoke Authentication
4. Review the Xero Integration
The Xero integration is used to help with accounting, payroll, invoicing, and reconciliation workflows.
Xero can support:
Timesheets
Sync approved timesheets to Xero payroll.Invoices
Create draft invoices from NDIS claims.Contacts
Access organisation and contact details.Reconciliation
Reconcile payments and billing.
The page also includes general information such as the integration category, developer, and website.
5. Connect Xero
On the Xero integration page, click Connect.
You may be redirected to Xero to sign in and approve access.
Review the organisation and permissions displayed by Xero.
Click Allow access to authorise the connection.
After connecting, return to Diversity Sync’d.
The Xero integration will show that the connection is active and display the number of Xero organisations currently linked.
Make sure you use a Xero account with the correct access permissions.
6. Add Another Xero Organisation
Diversity Sync’d can connect to multiple Xero organisations.
To connect another organisation:
Go to Admin > Integrations > Xero.
Click the three-dot menu in the top-right of the Xero integration.
Click Add Organisation.
Complete the Xero sign-in and authorisation process.
Select and authorise the Xero organisation you want to connect.
Return to Diversity Sync’d when the connection is complete.
The number of linked organisations shown on the Xero integration page will update as organisations are connected.
7. View Connected Xero Organisations
To review the Xero organisations connected to Diversity Sync’d:
Go to Admin > Integrations > Xero.
Click the three-dot menu.
Click View Connected Orgs.
Review the organisations currently connected to Diversity Sync’d.
This is useful when your organisation works with more than one Xero organisation.
8. Disconnect a Xero Organisation
Connected Xero organisations can be disconnected individually.
To manage a connected organisation:
Go to Admin > Integrations > Xero.
Click the three-dot menu.
Click View Connected Orgs.
Locate the Xero organisation you want to manage.
Use the available disconnect option for that organisation.
Confirm the action if prompted.
Disconnecting one Xero organisation does not mean that all other connected organisations are disconnected.
9. Manage Xero Authentication
When Xero is connected, the three-dot menu also provides a Revoke Authentication option.
Use this option only when you need to revoke the current Xero authentication.
If you only need to disconnect a specific Xero organisation, open View Connected Orgs and manage that organisation individually instead.
You may need to complete the Xero authorisation process again after authentication has been revoked.
10. Use Multiple Xero Organisations
When multiple Xero organisations are connected, Diversity Sync’d can use the appropriate organisation for Xero-related invoicing workflows.
When sending claims to Xero, select the correct Xero organisation where the option is available.
The selected organisation and its configured Xero information, including its Chart of Accounts, are used for the relevant claim and invoicing process.
Always confirm that you are using the intended Xero organisation before sending financial information.
Important Notes
Only integrations that are available can be connected.
Coming Soon integrations are shown for visibility but are not ready to use yet.
Xero access may depend on your role in both Diversity Sync’d and Xero.
More than one Xero organisation can be connected.
Connected Xero organisations can be reviewed and disconnected individually.
The Xero integration page displays the number of organisations currently linked.
When multiple Xero organisations are connected, make sure the correct organisation is selected for the relevant Xero workflow.
Xero connection information is associated with the relevant connected organisation.
If a Xero organisation is no longer available, Diversity Sync’d may identify the affected organisation by name.
Users with permission to manage integrations may be provided with a link to Integrations when a Xero connection requires attention.
Reconnection or reauthorisation may be required depending on the session or authentication rules.
Troubleshooting
If you cannot connect Xero:
Check that you have permission to manage integrations.
Confirm that your Xero login has the correct access.
Make sure pop-ups or redirects are not blocked by your browser.
Refresh the page and try again.
Contact support if the connection still fails.
If an integration is marked Coming Soon:
It is not available for connection yet.
Check back later or contact support for updates.
If a connected Xero organisation becomes unavailable:
Go to Admin > Integrations > Xero.
Open the three-dot menu.
Click View Connected Orgs.
Identify the affected organisation.
Reconnect or manage the organisation using the available connection options.
Complete the Xero sign-in and authorisation process if required.
If Xero authentication has been revoked:
Return to Admin > Integrations > Xero.
Reconnect Xero.
Complete the Xero sign-in and authorisation process.
Confirm that the required Xero organisations are connected before continuing with Xero-related workflows.