How do I link DataDear in excel to a Xero licence?

xero

#1

I have been invited to use the DataDear excel add-in for Xero, by my boss. I have joined and downloaded the DataDear application, which now appears in my excel. However the ‘Select an organisation’ is greyed out and I cannot select the clients that are available to my boss (I cannot see or select any clients).

Please let me know what the next step is.

Thanks


#2

Hi @ariane

The account owner which I assume is your boss will need to have a look at this page so he can give you rights to use the connected organisations/companies