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Xero Integration

Noga Tubi
Noga Tubi
  • Updated
Set up the Xero integration to get a complete overview of all SaaS expenses.

Overview

Torii integrates with Xero and analyzes SaaS expenses.

Torii will automatically match transactions to the correct application, summarize expenses and provide insights.

Data

  1. Torii syncs the transaction list found under Bills to pay

  2. Under Awaiting approval, Awaiting payment, and paid tabs

  3. Torii also takes the from Bank accounts.

  4. All Spent expenses that are not under Bills to pay

How to connect Xero integration to Torii

To connect Xero to Torii, follow the below steps:

  1. Go to the Integrations page and select the Xero tile.

  2. Connect to Xero

  3. In Connect Xero, enter the Organization (account) name.

    Take the account name from the Xero site and note:
    - Make sure you copy the exact account name!
    - If you have more than one Xero account, make sure each account has a different name

     

  4. Paste the account name in the Organization name field and click Connect

  5. You will be redirected to Xero to select the account and Allow access.

  6. Once the integration is connected and synced, it will display a green checkbox.

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