Connect
Connect Xero to Zluri
Prerequisites
- Administrator privileges in Xero
- Xero Ignite, Grow, Comprehensive, or Ultimate subscription
Integration steps
Connect the Xero instance in Zluri
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Open the Integrations Catalog, search for “xero”, and click ➕ Connect.
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Choose the scopes for the integration, and click Continue. Click the down-arrow button towards the right of a scope to find out what it does.
If you don't have Administrator privileges in Xero, click the Send to a Co-worker button to invite someone who does.
Option 1: Allow Zluri to fetch all expense data
Selecting this option will let Zluri access all expense data. This is the simpler, no-config method.
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Option 2: Filter expense data shared with Zluri
Use this option to selectively expose Xero data to Zluri. All of these fields are optional — you can selectively fill them out depending on your use case.
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Approve the connection request
- Accept the connection in the Xero popup window.
- Give the connection a name and description, and you’re ready to go!
Got questions? Feel free to submit a ticket or contact us directly at [email protected].
Updated 2 months ago