Skip to main content

Can I do a trial without using my real data from Xero?

Yes! You can find out how ApprovalMax works by connecting to a Demo Company, which can be created in Xero for that purpose. This way, you can test all ApprovalMax features without affecting your real Xero data in any way.
​

This is how you connect ApprovalMax to a Demo Company in Xero ​

  • Make sure you have a Demo Company created in your Xero account.
    ​

  • Click on Try the Demo Company:​

  • In the main menu, find your Organisation. Under Workflows and settings, go to Organisation settings.
    ​

  • Click on CONNECT to open the Organisation settings and connections page and select your Xero Demo Company.
    ​

  • Grant ApprovalMax permission to access your basic profile details and email address:​
    ​

Please note: An ApprovalMax Organisation cannot be reconnected to a different Xero Organisation due to technical reasons. But you can always create a new Organisation in ApprovalMax and then connect this one to another Xero Organisation.

This is how you switch to your real data​

When you're ready to work in ApprovalMax with your real data, delete the ApprovalMax Organisation that was used for the initial test phase and create a new one. Then connect this new ApprovalMax Organisation to your actual Organisation in Xero.


​


​

Did this answer your question?