Connect To Xero
Prerequisites
You must be a Workspace Admin in Expensify using a Collect or Control Workspace to connect your Xero account to Expensify.
Step 1: Connect Expensify to Xero
- Click Settings near the bottom of the left-hand menu.
- Navigate to Workspaces > Groups > [workspace Name] > Connections.
- Click on Connect to Xero.
- Click the Create a New Xero Connection button.
- Enter your Xero login credentials.
- Review the access information and click Allow Access.
- You will be redirected back to Expensify and the connection will import some initial settings from Xero to Expensify.
- Once the sync is complete, the configuration window for Xero will open automatically so you can configure your export, import, and advanced settings.
- Click the Save button when you’re done configuring to finalize the connection.
FAQ
I use a Cashbook or Ledger Xero account, can I still connect in Expensify?
Starting in September 2021, there’s a chance for Cashbook and Ledger-type organizations in Xero. Apps like Expensify won’t be able to create invoices and bills for these accounts using the Xero API. So, if you’re using a Cashbook or Ledger Xero account, please be aware that this might affect your Expensify integration.
