If you want to set up a second Xero connection for another company file, there are some steps that need to be followed to ensure the connection works properly.
Follow below steps before setting up a second instance of Xero -
- Important: Log off of Xero website - This is to stop Xero from attempting to prefill the login details, if you don't log out of Xero it can cause the sessions to overlap and break the connection.
- Open The Buildlogic website - Now to add the new Accounting System in BL
- Go to System > Accounting system info
- Hit the +new button to add another accounting system file
- Select Xero and save
- Hit the "Connect to Xero" button on the right hand side
- This will open a new window where you will have to enter the login details (it may ask you for 2 factor authentication, if so enter this code)
- After authentication the Xero screen will automatically close and you should see the correct organisation in the company file drop down menu.
If you need to set up a third account, Open Xero again Log off and follow the steps through one more time.