Adding an entity from Xero allows you to pull financial information, such as entity details and financial data, directly into Cimplico Workpapers.
Onboarding Tip: Ensure you have read the article Choosing the best method to import entities and groups first to ensure this is the best approach for your firm onboarding.
Open the Entities list
From the main header, go to Entities.
Select New Entity (top-right).
Choose Xero as the source
Set Source to Xero.
Select Connect to Xero.
Authorise the connection in Xero
On the Xero authorisation screen, select the organisation(s) you want to bring into Cimplico Workpapers.
Select Allow Access to confirm.
If an organisation is greyed out, it may already be authorised or you don't have the correct permissions to authorise the connection
Review and map connections
Back in Cimplico Workpapers, review the summary table.
The left side shows your Xero authorisations; use the dropdown on the right to map each one to an existing entity
To create a new entity, leave the dropdown blank.
Untick the checkbox on the left for any organisation you don’t want to onboard.
Onboard
Select Onboard to create or map these Xero authorisations
Watch the progress indicator in the bottom-left and stay on the page until it finishes (this can take a few minutes depending on how many entities you selected).