How to connect multi - Xero orgs

How to connect multi - Xero orgs

Connecting to Additional Xero orgs using SFX 

 

Step 1: Ensure your primary org is connected.

 

#1 Go to SFX Setup tab

#2 Ensure your primary org is connected

#3 If the additional orgs aren’t visible, follow the reconnect steps

 

 

 

 

Step 2: On the <SFX Setup> tab, scroll down to the Xero Multi Org Setup section

 

#1: Click on the <Add Org> button

#2: Select the additional org listed in the piklist

#3: Click on <Save> button to save the settings

 

 

Select the required Xero org

 

Remember to click [ Save ] button to save the settings

 

This completes adding your second org. 

 

Note: There is no limit to add multi - Xero orgs, available only on SFX Enterprise edition.



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