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:
Navigate to the Connection Step: Go to the Connection section within Rechargly.
Select an Organisation: Click on the “Connect” button next to one of your client organisations.
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.
Allow Access: Once you’ve selected the organisations, click “Allow Access” to initiate the connection.
Automatic Mapping: Rechargly will automatically connect and map each selected organisation to the corresponding customer.
Below is a video explaining how it works.