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Xero connection sharing
Xero connection sharing

Share one Xero connection with multiple Timesheet Portal accounts

Updated over a week ago

Timesheet Portal allows you to share a Xero connection amongst multiple Timesheet Portal accounts. Please note, you cannot link a single Timesheet Portal account to multiple Xero accounts, only the other way around.
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Once you connect an account to Xero, if you try connect a different Timesheet Portal account, you will notice that Xero does not allow you to create the same connection to Timesheet Portal. You must therefore use a shared Xero connection. To start this process, follow these instructions:
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Go to the account which is already connected to Xero. This will be your master connection (source) account.

Navigate to Settings->Integrated Apps->Xero.

Click the Share your connection button on the top-right

You will now see a list of accounts you are already sharing with. To share with a new account, click Add new account

Enter the customer Id of the additional account you want to share with. If you do not know this, log into the other account, and click on the arrow next to the profile picture on the top-right of the screen. This will show you your customer id.

Once you click save, the connection sharing will be Pending. The request needs to be accepted on the other account.

Now log into the account you have shared the connection with, and go to the Xero Integration Configuration page.

You should be presented immediately with a blue screen stating something similar to XXX from account YYY has requested to share their connection with you. Accept / Decline.

Click accept. You can now start exporting to Xero from this account.

To share with additional accounts, follow the same steps again with your other accounts.

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