Add or Reconnect a Xero organisation to your account

This is a guide that provides a step-by-step process for connecting a new organization, and re-connecting an organisation.

You can also watch this on a youtube video:

Add a Xero organisation

1) Click on the New Entity on any screen within generate.TAX.

2) Choose the Xero button.

3) Login to your Xero account.

4) Select the Xero organisations you wish to connect - you may add organisatioons in bulk by selecting multiple organisations.

5) Click the Allow access to authorise generate.TAX to access the selected entities.

6) To view the connected entities, navigate to the Entities page.

You cannot add the same Xero organisation to different generate.TAX accounts – you will need to add the organisation to your generate.TAX account and then share this with your users within generate.TAX. This is a security limitation of the Xero’s API.

Reconnect a Xero organisation

7) To reconnect an organisation follow the same steps from 1-3. The organisation in the drop-down may be greyed out and cannot be selected so all you need to do is click on the Continue with organisations button.

Success! You have added a Xero organisation to generate.TAX.

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