Switching from Xero demo to live company

When trialling Tradebox, users often wish to link Tradebox to their Xero demo company in the first instance to make sure they're happy with the settings prior to posting any information to the live company. Information on the initial set up can be found here. This article will cover switching over from the demo company to the live company at the end of the trial period.

To begin this process, you will first of all need to remove your existing links to the Demo Company. We would recommend that you take a backup of Tradebox before proceeding.

To do this, go to Channels in Tradebox, double click on the channel you wish to change, and then select the Xero tab. Once this loads, go to the Actions drop down in the bottom right corner and select the Accounts Link > Delete Accounts Link option. You will be prompted to confirm you want to delete the accounts link; click yes to this. 

Save and close the channel, then double click into it again, and go back to the Xero tab. From here, you can proceed with setting up the link to your live Xero company.