Articles on: Integrations

How do I connect with Xero?

Please note that only the administrator (a user with an admin role in Klippa) of the Klippa account can set-up the connection with Xero.

Open the Klippa Web App and go to Settings in the menu on the left and click on Company in the drop-down menu.

In the Company settings you will find several menu items. Click on Company Settings / Connections.

In the overview of connections, look for Xero on the bottom of the page and click on connect. You will now be redirected to the Xero login page.

Login with your Xero credentials

Warning: please use a Xero account that has the most extensive set of rights possible within Xero (e.g. to make financial mutations) to ensure a smooth functioning of the connection.

Grant access to Klippa SpendControl by clicking on Allow Access for 30 minutes. Klippa will appear in Xero under 'connected apps'.

The connection is now successfully established.

Please enter the default booking values. We will use these when we are unable make a smart booking value suggestion. We advise to select commonly used values here and save them.

If applicable, select the tracking categories for projects, cost units and/or cost centers.

Updated on: 08/03/2023

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