Connect

Prerequisites

• Administrator privileges in Xero
• Xero Ignite, Grow, Comprehensive, or Ultimate subscription

Integration steps

Connect the Xero instance in Zluri

1. Open the Integrations Catalog, search for “xero”, and click ➕ Connect.

   

2. 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.

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.

Approve the connection request

1. Accept the connection in the Xero popup window.
2. Give the connection a name and description, and you’re ready to go!