Onboarding

Getting started with Zluri is quick and easy. Here's how:

📝 Sign up for a free trial

• Go to the Sign up page and register for a free trial using your company email.
• Enter your name, company name and phone number, then click Request Invite.

That's it! Our representative will reach out to you as soon as possible and guide you through the process.

🏢 Add organization details

After signing up, log in with your email and password, then enter organization information:

🚧

You might be asked to enter an Organization Slug in addition to your email and password. This happens if you have multiple Zluri accounts associated with the same email address.

If you don't have access to this code (or wish to change it), please contact your designated Customer Success Manager.

• Organization name
• Default currency
• Starting month of your financial year

🖇️ Connect integrations

To get the most out of Zluri, we recommend connecting as many integrations as possible. Start with these key integrations:

1. SSO (Single Sign-On)

Connect your SSO provider. For most organizations this is Google Workspace, Azure AD, Okta, OneLogin, and/or JumpCloud. You can also import a custom CSV.

The SSO provider will be the primary source of your organization's data. This includes departments, domains, applications the employees use, sign-in/sign-out activity, and detailed security analysis of every connected application. It is also the most important integration to discover shadow IT and optimize spendings.

2. Accounting/finance software

Keep track of expenses and transactions by integrating accounting software such as Intuit Quickbooks, FreshBooks, or Brex. You can also import a custom CSV.

3. HRMS (Human Resource Management System)

Connecting your HRMS will let Zluri track employee data like departments, designations, reporting managers, and joining dates. Zluri supports popular HRMS like BambooHR, Personio, and Keka.

Other recommended integrations

Having set the foundations, add other integrations by exploring the Integrations Catalog. See our curated list of essential integrations and staff picks for starters.

📜 Set primary sources

With the key integrations in place, you might find that multiple apps might contain the same information. .

For example, both Google Workspace and BambooHR might provide employees' designations and profile pictures, but you want the latter to be the source of truth for these.

To remedy this, Zluri lets you choose different sources for individual fields. You can do this by setting Primary Sources