Knowledge Base ApprovalMax ApprovalMax for Xero Xero connection

            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:
            • First, make sure that there is a demo organisation created in your Xero account.
            • Then, click on the "Try the demo organisation" link at the bottom.

            • In ApprovalMax, click on the menu icon  to open the menu.
            • Under your Organisation, click on Organisation.
            • Click on the "Connect to Xero" button. You'll be redirected to a Xero page.
            • There, select your Xero demo organisation.
            • Click on "Allow access".
            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, simply 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. That's it.

            Updated: 28 Mar 2019 02:12 AM
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