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How do I reconnect my Xero Organisation to a new ApprovalMax Organisation?

Updated this week

Due to OAuth 2.0 restrictions, there are a couple of limitations to keep in mind when reconnecting ApprovalMax to Xero:

  • If a Xero file is already connected to an ApprovalMax Organisation, you'll need to remove that integration before connecting it to a new Organisation.

  • Once an ApprovalMax Organisation is connected to a Xero file, it can't be switched to a different Xero file. To connect to a different file, you'll need to create a new ApprovalMax Organisation.

If your Xero Organisation was previously connected to an ApprovalMax

Organisation, you need to:

  • Disconnect the initially connected ApprovalMax Organisation from the Xero file:

  • Retire or delete this ApprovalMax Organisation:

  • Create a new ApprovalMax Organisation and then connect it to your Xero file:

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