Connecting Xero to Umbrella and Child Orgs

Introduction

This article guides you on how to apply Xero settings in an umbrella organization to child orgs.

Integration Actions

• View Xero Connection Mapping Details: After selecting the child organizations, you may want to review the Xero connection mapping details. Click on the option provided to view these details. This will allow you to ensure that the correct accounts and data are being mapped between Glue Up and Xero.
• Disconnect Xero Settings: If needed, you have the option to disconnect Xero settings from your Glue Up account.

Post-Integration Actions

After the integration is completed, you have the following options for managing your Xero connection:

• View Details: You can always revisit the Xero connection mapping details to review how Glue Up data is being synced with your Xero account. This ensures transparency and accuracy in financial transactions.
• Disconnect from Umbrella Settings: If you decide to disconnect your Xero account from the umbrella organization entirely, you can do so by accessing the organization settings.