Multiple Brokerages/Xero Accounts Connection

Multiple Brokerages/Xero Accounts Connection

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Scenario 1
Scenario 2
Scenario 3

As multi Brokerage user or Accounting firm assisting our clients, the new connections in Xero can get a little complicated. We've outlined three scenario's for users with either Multiple Brokerage access or multiple Xero Organizations.

SCENARIO 1: One Loft47 user with more than one Brokerage connecting to a single Xero organization.
SCENARIO 2: User has multiple Loft Brokerages that are each connected to different Xero orgs. The user is connecting a new Brokerage to a new Xero Org. 
SCENARIO 3: User has multiple Loft Brokerages that are each connected to different Xero orgs. The user is connecting a Brokerage that has previously been connected to one of the connected apps. 

SCENARIO 1

One Loft47 user with more than one Brokerage connecting to a single Xero organization.

WARNING: If you DISCONNECT the XERO account from ANY Brokerage in Loft it will automatically disconnect all other connections in the other Brokerage’s that are connected using the same Xero users log in. 

Step 1

Connect the first Brokerage account 

We should see ‘Allow access’ in Xero with no other organizations connected. 



Step 2

Connecting a second Brokerage account or reconnecting your Xero Account

You should see ‘Continue with 1 Organization’ and clicking in the drop down you can see that the connected Brokerage is greyed out. So you can just click continue. 



If any of the connected Brokerages are disconnected from the Xero Organization then each connection under all other Brokerage that were created by that Xero user will be disconnected. 


Running batches in any of those Brokerages will throw one of the the following 2 errors: 


 



You can simply reconnect to the Organization to get batches working again in any of the Brokerages.

SCENARIO 2

User has multiple Loft Brokerages that are each connected to different Xero orgs. The user is connecting a new Brokerage to a new Xero Org. 
Xero has a specific way of authenticating  / connecting with Loft which depends on the Xero Advisor user email address.

Step 1

Create a new unique email address for an advisor type contact in Xero. *Please note, you do not have to set up multiple Admin accounts in Loft47, just in Xero. If f you use Gmail, add a "+" sign and suffix to your email (e.g., youremail+suffix@yourbrokerage.com) for each Xero account. If you don't use Gmail, create a unique email for each Xero login (we recommend Gmail, as it's free).

Steps 2

Head to the Xero account you wish to connect with Loft47
Click on your organization name within Xero, then select "Settings."
Click on "Connected Apps." in the Settings menu, 
Locate the app you wish to remove under "Connected apps"
Click the "Disconnect" button or link associated with that app.
Follow any prompts to confirm the disconnection. 

Repeat the above steps after logging out and log back into the next Xero account of your other brokerage you wish to connect to Loft47.  This should keep each of your Loft accounts connected appropriately with their own unique user logins/tokens. 

The user can view connected Xero orgs in Loft via the dropdown menu. Choose a new org or continue with existing apps, and a successful connection will appear in Loft.

Situation 1

A user tries to connect a new Brokerage and Xero account that have never been connected before. By selecting a new organization and NOT continuing with 2 Organizations you will see a successful connection in Loft and will be redirected to the Xero activity page. 


Since the Brokerage has never been connected before, if the user selects Continue with 2 Organizations Loft doesn’t know which Xero account to connect to and will return this error. 


Situation 2

The user can go back to the Activity page and try reconnecting to a new organization.  If they need to connect to one of the Xero Organizations being used in another Brokerage please either use a different Xero log in to connect or reach out to support@loft47.com and we’ll see if we can help you. 

SCENARIO 3

The user has multiple Loft Brokerages that are each connected to different Xero orgs. The user is connecting a Brokerage that has previously been connected to one of the connected apps. 
As the Brokerage was connected to one of the “connected Orgs” in the past, if the user selects “continue with 2 organizations” Loft will reconnect to the same organization used in the past and redirect the user to the Xero activity page. There you can view the successful connection and the name of the organization it is connected to.