How do I pair multiple organizations with Connex?

Introduction

Xero allows multiple company files for an email. Connex can only associate one organization and one email. you must create a unique email for each Xero company file. 

How do I add another user to my Xero company file?

For your second company file, you must add a second account. To add users, follow these steps:

  1. Go to the Xero users page.
  2. Click invite staff and advisors.

This will create a unique login for the file.

How do I add multiple accounts to Connex?

Here are the steps:

  1. Register for a Connex account.
  2. When prompted, pair Xero.
  3. You will be asked to select a company file: 
  4. Pair your solution at the Connex my connections page.
  5. Complete the settings and click submit.
  6. In Connex, click account and click log off.
  7. Click login.
  8. Click register.
  9. Sign up for a second account.
  10. When prompted, pair Xero.
  11. Select the other file.
  12. Pair the new connection, complete the settings and click submit.
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