Integrations

What Deliverta does in Xero

It reads quotes, sales invoices, contacts and your organisation's settings. It adds the signed PDF to an invoice as an attachment. It never creates or changes an invoice, quote or contact, and it never reads bills.

Connection status

• Connected. Everything works.
• Needs reconnecting or Disconnected. Xero's permission has expired or was removed on Xero's side. A banner shows on every page. Your documents stay readable, but updating from Xero and attaching signed PDFs pause.

Click Reconnect to Xero and approve access again. Signed PDFs that were waiting are uploaded by themselves once you are back.

Another organisation

Click Connect another organisation. Xero asks which organisation to add. Each organisation has its own documents, templates and docket numbers. Once you have two, a list in the account menu (your initials, top right) switches between them.

Disconnecting

Click Disconnect from Xero and confirm. Deliverta's access is removed in Xero, the stored access keys are deleted and updates stop. Your delivery notes, packing slips and signed PDFs stay readable in Deliverta.

You can also remove Deliverta in Xero, under Settings and then Connected apps. Deliverta notices within a day.

Leaving

If you do not go ahead after the trial, nothing needs doing. The organisation becomes read only and nothing is charged.

To delete your account and data, go to Settings, Account, then Delete account. See Account. This disconnects every organisation only you belong to, revokes access in Xero and deletes your data and files within 30 days. Download any signed PDFs you need first. Copies already attached to invoices in Xero are unaffected.

Still stuck?

Contact support with the docket number if your question is about one document. We answer within one business day.