Updated on May 5, 2022
We received a question from our users on how to consolidate multiple Xero companies into one spreadsheet. Hopefully, this video will be helpful. You need to establish a connection and template for every company on the first login (one time only). Once the template is saved, you can refresh reports for all companies in one click or schedule an auto-refresh.
We updated a video with sound and new consolidated reports functionality!
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you can watch one of our webinar which cover this topic as well:
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I would like to watch this video but there is no sound?
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helllo!
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Yes, auto-refresh works for multiple organizations! You can refresh all your organizations automatically, without opening Google Sheets.
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Hi, there is no audio , no sound and i cant hear. do you you have texts for this? when i auto-refresh, my data does not refresh. also do i need to be signed in to any of the company xero in order for refresh data?
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Yes, please advise if auto refresh works when using multiple companies ?
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Can we use auto-refresh when using multiple organisations?
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