Setting up Xero Organisation

Log in to the specific Xero Organisation you want the data to be copied to. The new Xero organisation must be selected, and the login details will need to be entered. As you are already logged into the Xero Organisation in another tab in the browser, the system will pick up the Xero Organisation automatically. Take a look at the following process 

Click on Connect with new Xero Organisation 

The following interface will be displayed, provided that you are already logged in to the system.  If not logged in, Xero credentials will need to be entered to proceed. 

Once you have allowed access, your Xero organisation will be connected. Click on Start New Session

Select the specific Xero Organisation

Once the appropriate ledgers have been chosen, click on Start New Session.