When a Xero connection is tied to one person's login, the firm stalls the moment they're away. A shared connection means you connect each client once and everyone on the team can refresh the same data. It removes a single point of failure and a lot of duplicated setup.

Plenty of Xero-to-Excel setups work fine for one person. The trouble starts when a second person needs the same client's data, or the first person goes on leave.

How does a shared Xero connection work?

You connect each client to Xero once. That connection is then available to everyone on the team, so any staff member can open the workbook and refresh current data without setting anything up themselves. One connection, firm-wide access. The alternative, a connection tied to one login, means the data effectively belongs to that person.

Why does firm-wide access matter?

Because compliance work isn't a solo activity. A preparer builds the file, a reviewer checks it, a partner signs it off. If only one of them can refresh the data, the others work from whatever was last pulled. It also removes duplicated effort: without sharing, multiple people authorise the same client separately.

What this looks like in practice

A new team member joins mid-season and opens existing connections instead of authorising every client. A reviewer picks up a file and refreshes it without chasing the preparer. A partner signs off knowing the numbers are current. Nobody's blocked because a connection lives on someone else's machine.

Where RadiusCore fits

RadiusCore is an Excel add-in that connects Microsoft Excel directly to Xero, with two-way sync and one connection per client shared across the firm. Connect a client once and the whole team can refresh, work, and push changes back from the same source. More than 450 accountants and 7,500+ Xero entities already run on it.

FAQ

• Can the whole firm use one Xero connection? Yes. With RadiusCore you connect each client once and share that connection across the team.

• What happens when the person who set up the connection is away? Nothing stalls; the rest of the team keeps working from the same source.

• Does each staff member need their own Xero login per client? No. The client is connected once and shared.