Skip to main content

How to Use the Bulk Connection Feature in Rechargly

Learn how to connect multiple client organisations in one go using Xero's bulk connection feature.

A
Written by Alex Millar
Updated over 3 months ago

Managing software expenses across multiple clients can be time-consuming. With Rechargly’s bulk connection feature, you can connect and map multiple organisations in one go, saving time and reducing manual effort.

Steps to Use the Bulk Connection Feature:

  1. Navigate to the Connection Step: Go to the Connection section within Rechargly.

  2. Select an Organisation: Click on the “Connect” button next to one of your client organisations.

  3. Authenticate with Xero: You’ll be redirected to the Xero authentication page. From here, either select individual organisations from the dropdown menu or use the “Select All” button to connect all relevant organisations.

  4. Allow Access: Once you’ve selected the organisations, click “Allow Access” to initiate the connection.

  5. Automatic Mapping: Rechargly will automatically connect and map each selected organisation to the corresponding customer.

Below is a video explaining how it works.

Did this answer your question?