Buildertrend + Xero Integration | Multi-factor Authentication
What is Multi-factor Authentication?
Multi-factor authentication (MFA) is an added layer of security used to verify your identity when logging in to an account. Instead of relying on just a username and password, MFA requires a second form of verification, such as a code sent to your mobile device or generated by an authentication app.
This extra step helps protect sensitive information by making it much harder for unauthorized users to access your account, even if they have your password.

MFA for Bill Pay
‼️Important:
Multi-factor authentication is required to use Bill Pay to help protect financial data and prevent unauthorized access.
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MFA is enforced for all users who process Bill Pay transactions
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If you use only Bill Pay, all users involved in payments must complete MFA
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If you use both Client Payments and Bill Pay, only Org Owners are required to complete MFA
MFA is also required as part of upcoming ACH payment enhancements, helping ensure payments are secure, accurate, and reliable.

MFA for Xero
‼️Important:
For financial security, Xero requires multi-factor authentication for any software to integrate with them.
When you integrate Buildertrend with Xero, any user with the following permissions will automatically be enrolled in MFA:
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Mark Bill/PO as paid
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View & Edit Invoices
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Connect & Copy to Xero Contact
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Send Invoices to Xero
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Connect & Copy Xero Vendors


First Time Multi-factor Authentication Setup
The MFA setup process is the same whether MFA is required for Buildertrend Payments or for a Xero integration.
The first time you log in after MFA has been enabled on your account (this will occur automatically based on your Buildertrend permissions), you will be prompted to set up an authentication method.
You can select:
- SMS text messages, or
- An Authenticator app, such as Google Authenticator, Microsoft Authenticator, or Authy
SMS Text Authentication Setup
If you prefer to use SMS text messages for multi-factor authentication, select SMS as your authentication method. Enter your mobile phone number, and click Continue.

Enter the security code sent to your mobile phone to verify your authentication method, then select Continue to complete the multi-factor authentication setup.

‼️Important:
You'll receive a Recovery Code. Save this to a secure location. It allows you to log in if you’re unable to receive SMS messages in the future.

Authenticator App Authentication Setup
If you choose to use an authenticator app for multi-factor authentication, you’ll scan a QR code to link your Buildertrend account and generate one-time security codes.
To get started, install an authenticator app on your mobile device if you don’t already have one. Authenticator apps can scan QR codes and generate time-based security codes for login verification.

If you choose the Google Authenticator or similar option, you will need to install an authenticator app on your mobile device (if you do not already have one). The app can scan QR codes and retrieve authentication data for you.
Recommended authenticator apps include the following:
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Google Authenticator: Provides synchronization across devices via Google Account
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Microsoft Authenticator: Supports multiple users on the same device with enterprise integration
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Authy: Offers cloud backup with encryption and unlimited device syncing
The screenshots shown below use Authy as an example, but the setup steps are similar for all supported authenticator apps.
Once you have downloaded your preferred authentication app, scan the QR code from your authenticator app to add your Buildertrend account.

Next, enter the security code provided by your authenticator app to verify your authentication method, then click Continue to complete the multi-factor authentication setup.
‼️Important:
You'll receive a Recovery Code. Save this to a secure location. It allows you to log in if you’re unable to receive SMS messages in the future.


Logging In – Post MFA Setup
Once MFA is set up, you’ll be required to verify your identity using your selected method each time you log in to Buildertrend.

Watch the Clock ⏰
Authenticator app codes refresh every 30 seconds. If a code expires while entering it, simply use the next generated code.


Interested in Learning More? 📚
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