Follow 3 simple steps to complete Onboarding with Zluri
Please click on the Video button below to understand the Zluri onboarding process.
Step 1: Add your Organisation details
Step 2: Add your Team details
Step 3: Add your financial details
To get started, please log in to the URL: app.zluri.com and click on Sign up.
Add your name
Enter your work email
Enter a password and click on Sign up
NOTE: You will be getting a confirmation email to your registered email address
Please access your email and click on verify account on your email.
NOTE: If you don't see a verification email in your inbox, please check your spam folder
Once sign-up is completed, follow the below steps.
STEP 1 - Add your company details,
Add your company name
Choose a financial year/Month as shown below.
STEP 2 - Add your Team
You can add your team by connecting with any SSO like Gsuite, Azure AD, Okta, etc with your admin credentials only.
NOTE: If you don't have admin credentials to Gsuite, you can send an invite to your co-worker who has the admin rights to authorize and sign into the Gsuite.
Click on send to co-worker option as shown above to send an invite to the co-worker to approve the Gsuite connection
If you need your co-worker to complete the authorization, You will need to fill in their name, email & a note (optional) and then send an invite accordingly as shown above
Your co-worker will get an email with a link to complete the authorization.
Once the Co-worker connects successfully with Gsuite on Zluri, you will see a ‘blue tick mark on the Gsuite application as shown below.
STEP 3 - Add your financial details
You can add your financial details to keep a track of your SaaS spendings
" You can directly integrate with your accounting software like Quickbooks or Netsuite or with your expense software like Coupa or Expensify with Zluri "
If you DO NOT use any of the above accounting software you can still upload your financial data in a CSV format that we accept as shown below.
To upload financial data in CSV format, please follow the below instructions
The date should be in YYYY-MM-DD format.
The amount should NOT be separated with a comma.
Choose your desired currency.
Here you go! , you have completed all the steps.
Congratulation! You have successfully onboarded with Zluri.