Connect To Xero

Prerequisites

To connect Xero with Expensify, you must:

• Be a Workspace Admin in Expensify.
• Use a Collect or Control Workspace.

Step 1: Connect Expensify to Xero

Follow these steps to set up the Xero integration:

1. Click Settings in the bottom left menu.
2. Navigate to Workspaces > Groups > [Workspace Name] > Connections.
3. Click Connect to Xero.
4. Click Create a New Xero Connection.
5. Enter your Xero login credentials.
6. Review the access permissions and click Allow Access.
7. You will be redirected back to Expensify, where the connection will begin syncing initial settings from Xero.
8. Once the sync is complete, the Xero Configuration window will open automatically.
9. Configure your export, import, and advanced settings as needed.
10. Click Save to finalize the connection.