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Connect multiple Xero organisations to one UniPhi deployment

  • Jul 20
  • 1 min read

UniPhi’s Xero integration now supports connecting to multiple Xero organisations from a single UniPhi deployment.


Why it matters


Group structures, joint ventures and multi-entity consultancies commonly run a Xero organisation per legal entity. Until now that meant choosing one organisation to integrate — or running multiple UniPhi deployments. With multi-organisation support, AP and AR invoices can flow between UniPhi and the correct Xero entity, keeping one portfolio view in UniPhi while each entity’s books stay clean in Xero.


How it works


1.       Go to Configuration → Accounting Integration, where the Xero connection is managed (AP Invoices, AR Invoices and Settings tabs).

2.       Connect each Xero organisation — the connected organisation is displayed on screen (e.g. “Connected to: Demo Company (AU)”).

3.       Map projects/contracts to the appropriate organisation so invoice exports and imports are routed to the right entity.

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