---
updatedAt: 2025-09-09T21:42:16.000Z
agentTools:
  projectIndex: https://help.zluri.com/llms.txt
---

# 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

1. Open the [Integrations Catalog](https://app.zluri.com/integrations/catalog), search for “xero”, and click ➕ **Connect**.

   ![](https://files.readme.io/05c847a47db8455ff3d719a3efc204dc4738f4b96fbec0bb70e66e89abf6a583-image.png)
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.

   <Image align="center" width="70% " src="https://files.readme.io/47eb20fd1a802aa0e3cdfb1771d1c3a60c4f6dcbc04c5ca797d889bf2f7a27c0-image.png" />

### 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.

<Image align="center" width="70% " src="https://files.readme.io/556b484d168be95e6b0af7c0ff22c29193a1a9fb69bdba9352cba5255325c5b7-image.png" />

### 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.

<Image align="center" width="70% " src="https://files.readme.io/5b9db1a1cd9f83c5057daa30437c27d8d409fb863b151abc1da2cbe66c72040d-image.png" />

### 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!

Got questions? Feel free to [submit a ticket](https://support.zluri.com/support/tickets/new) or contact us directly at <support@zluri.com>.