Xero ERP Integration

Overview

The spend management feature allows organizations to compare actual expenses incurred against the planned or contracted expenses, providing insight into any deviations that may be present. This information can be used to renegotiate contracts or downgrade existing ones to save costs.

Spendflo's integration with a finance system also helps companies uncover Shadow IT by scanning expense data to identify spend on unsanctioned apps before they proliferate. This feature allows businesses to consolidate opportunities where multiple teams are paying for the same app, saving costs and increasing efficiency. Our platform also helps identify paid applications that are under-utilized or no longer in use, allowing companies to stop paying for subscriptions that they don't need. By doing so, they can save costs and optimize their SaaS inventory.

Spendflo integrates with Xero and analyzes SaaS expenses for your organization. Spendflo will automatically match transactions to the correct application, summarize expenses and provide insights. This guide follows step by step process on how you can install the integration and gain its maximum benefits.

Prerequisites

Spendflo will only import "Expenses" from your chart of accounts

Steps to integrate to Xero

Step 1. To get started, go to Settings → Integrations -> Available Apps.

Step 2. Scroll to find the Xero under the Available Apps section. Click on “Connect” to initiate the integration.

Step 3. Spendflo now uses Truto to connect your Xero account securely. Click on “Continue”. Ensure to be logged into your Xero account.

Step 4. Proceed to read through the access permissions to connect via OAuth 2.0.

Once done, click on 'Connect' to proceed.

Step 5. Once logged in to the Xero account, click on “Allow access” 

Step 7. This will be redirected back to the Spendflo platform. Choose a Xero Tenant to proceed, and click “Save” once done.

Step 8. Xero will now be connected successfully. Click on 'Done' to proceed.

Accounts Import Post Integration

Step 1. Once the integration steps are completed, click on “Connected” apps. Find Xero integrated on the platform, and proceed to click on “Configure”.

Step 2. On the redirected link, users can get the account data from your Xero application, click on the “Import Accounts” CTA under the Import Accounts tab.

Step 3. A pop-up pane will appear as the right pane, where users can click on the required accounts to import.

Step 4. Once done, click on “Import” to complete the step.

The accounts will seamlessly be imported successfully into the Spendflo platform from your Xero account.

Vendors Import Post Integration

Step 1. From the Xero integrations page, click on the “Import Vendors” tab. On this page, users can get the vendor data from your Xero application.

Click on the “Import Vendors” CTA under the Import Vendors tab.

Step 2. A pop-up pane will appear as the right pane, where users can click on the required vendors to import.

Step 3. Once done, click on “Import” to complete the step.

The vendors will seamlessly be imported successfully into the Spendflo platform from your Xero account.