Guide
    Integrations

    Connect AtomicSam to a specific Xero organization

    Learn how to select the correct Xero organization when you connect your account. This prevents syncing data to the wrong company file.

    4 min read
    Updated May 10, 2026

    You will learn how to connect AtomicSam to a specific Xero organization. This ensures your financial data syncs to the correct company file and maintains accurate records.

    If your business uses multiple entities, you might have more than one organization in your Xero account. When you connect AtomicSam to Xero, we give you control to select the correct one. This prevents invoices and payments from syncing to the wrong company.

    Before you start

    • You need Administrator permissions in your AtomicSam organization to manage integrations.
    • You need Advisor or Standard user permissions in Xero with the Business and accounting role to authorize the connection.
    • You must be logged in to both your AtomicSam and Xero accounts before you begin.

    Connect to a Xero organization

    Follow these steps to establish the initial connection. AtomicSam will guide you to select the correct Xero organization from a list.

    1. Navigate to Settings → Integrations.
    2. Find the Xero integration card and click Connect.
    3. You will be redirected to Xero. If you are not already logged in, enter your Xero credentials.
    4. Xero will show a page asking you to allow access. At the top, you will see a dropdown menu of Xero organizations you have access to.
    5. Select the correct organization from the list.
    6. Click the Allow access button.
    7. You will be brought back to AtomicSam. The Xero card in Settings → Integrations will now show a Connected status.

    💡 Tip: AtomicSam always asks you to choose a Xero organization, even if you only have one. This is a safety measure to prevent accidentally connecting to the wrong company if you are added to a new Xero organization later.

    Switch your connected Xero organization

    You can change which Xero organization is linked to AtomicSam at any time. First, you must disconnect the current organization and then connect the new one.

    ⚠️ Heads up: When you switch Xero organizations, historical data that was synced to the old organization remains there. It does not move to the new organization, and those records are no longer linked to AtomicSam. All new records will sync only to the newly connected organization.

    1. Navigate to Settings → Integrations in AtomicSam.
    2. On the Xero integration card, click Manage.
    3. Click the Disconnect from Xero button. Confirm your choice in the dialog box.
    4. This removes the connection. No data is deleted from either AtomicSam or your Xero account.
    5. The card will reset to its original state. Click Connect to start the process again.
    6. Follow the steps in the previous section to connect to your new Xero organization, making sure to select the correct one from the Xero dropdown menu.

    Good to know

    • Data history is preserved. Data synced to a Xero organization (like invoices or payments) stays in that organization permanently. After you switch, AtomicSam creates a new, separate link to the new organization for all future syncs.
    • One connection at a time. You can only connect your AtomicSam account to one Xero organization at a time. You cannot sync data to multiple Xero organizations simultaneously.
    • Pending connection status. If the connection process is interrupted, your integration status might temporarily show as pending. This state is a safeguard to prevent partial data syncs. It usually resolves on its own. If it persists, disconnect and reconnect the integration.
    • Client matching. After connecting to a new Xero organization, AtomicSam attempts to match your clients by name. Review your client list after syncing to check for any duplicates that may have been created.

    What's next

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