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 organisation, 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 Organisation in Xero:

• Make sure you have a Demo Organisation created in your Xero account.
  
• Click Try the Demo Company.
  
  
  

• In the main menu select your Organisation, and open Organisation Settings and Connection page under Workflows and Settings section.
• Click on the Connect to Xero button, select your Xero Demo Organisation. 
• 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 can 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. 

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