No, Stagepay requires an active connection to Xero to function. The platform is designed to integrate seamlessly with Xero to provide dynamic management of your invoices, payments, and other financial data. Without this connection, Stagepay cannot access or sync the data necessary to perform its features and functionalities.
Why Does Stagepay Require Xero?
Real-Time Data Access: Stagepay retrieves your Xero data, including invoices, payment allocations, and tenant information, in real-time. This ensures accurate and up-to-date insights into your financial processes.
Automated Workflows: Many of Stagepay's key features, such as automated reconciliation, tenant management, and payment tracking, depend on data imported directly from Xero.
Efficient Financial Management: By integrating with Xero, Stagepay eliminates manual processes, reduces errors, and enhances overall efficiency.
What Happens If My Xero Connection Expires or Disconnects?
If your Xero connection expires or is disconnected:
Access to Data Will Be Limited: You will not be able to retrieve new invoices, payments, or other updates from Xero. However, any data previously synced will remain available for reference.
Reconnection Is Required: You will need to reconnect Stagepay to your Xero account to resume using the app's full capabilities. Follow our guide to reconnecting to Xero for step-by-step instructions.
Prompt Notifications: Stagepay will notify you if your Xero connection is inactive or has expired, ensuring you can take immediate action to restore functionality.
How to Get Started with Stagepay and Xero?
Connect Your Xero Account: When you sign up for Stagepay, you’ll be prompted to connect your Xero account. This is a simple process that involves authorizing Stagepay to access your Xero data securely.
Manage Your Tenants: If you have multiple Xero organizations, Stagepay supports multi-tenant management. You can switch between tenants, add new ones, or disconnect as needed.
Begin Automating Your Financial Processes: Once connected, you can start managing your invoices, payments, and other financial data effortlessly.
For more information, check out our comprehensive Getting Started with Xero and Stagepay Guide.