Managing Connections

Before you can pull data from Xero organisations into Excel, you first have to tell Xero which organisations can be pulled.

Adding Connections

• Open Manage Connections.xlsm

• Click Add to go through the Xero login process again to add a company.

• After the password screen, you should see the Select another organistation dropdown, select a company to add to EXL Cloud:

• Click Continue with X Organisations at the bottom.

The company you selected should now appear in the list of connected organisations.

• Repeat this process until all organisations have been added.

Removing connections

To Remove connections:

• Mark the organisarion you want to remove with an X
• Click Remove to remove the organisations from EXL Cloud

• The list of connections should now refresh without these organisations.