Adding and Switching your Xero organisations

How to add and switch between Xero organisations

How do I add my Xero organisations to Tania?

  1. Log in to the Tania portal at www.portal.tania.ai
  2. You will see the Xero organisation portal and be asked which organisation you would like to add.
  3. Click on the organisation you want to add and click add organisation.

 

How do I switch between Xero organisations during a Tania session, when I have more than one organisation connected to Tania?                     

  1. At anytime during your your Tania session,  say "another organisation" .
  2. Alexa will then say "Here is a list of the organisations you have access to in Xero". As soon as you hear the number you want, simply say, “Alexa, (followed by the number) 1, 2, 3” etc.  I have also sent a list of the organisations in a card to your Alexa App."