Use our direct Xero integration to connect your bank statements to Xero.

• Connect Emburse and Xero
• About the Emburse and Xero Connection
  • View connection
  • Syncing
• Removing Xero from Emburse

Connect Emburse and Xero

You will need either Accounting or Admin permissions to access the Accounting page.

1. Go to the Accounting page.

2. Under "Connect Account", select "Xero".

3. Select "Connect to Xero".

4. If you have multiple Xero organizations, select the Xero organization you want to add the Emburse account to. Then press "Allow Access".

5. Create a new Xero account or select a current Xero account you want to connect with Emburse.

• Creating a new Xero accounts will sync past statements from 60 days ago.
• Selecting a current Xero account will sync statements from the first of the last month.

6. Your selected Xero account will then be connected to Emburse.

You can view the Emburse account on the Xero Bank Accounts page.

About the Emburse and Xero Connection

View connection

To view the connection, go to the Accounting page and click on "View Connection Status".

Syncing

Any new posted transactions will sync to Xero daily.

If you would like to sync the transactions manually, you can click on "Manually sync statements" on the Xero connection page.

Removing Xero from Emburse

Under the Xero Integration connection page, click on "Revoke Access" to remove the connection between Emburse and Xero.

Reconnecting Xero to Emburse

When changes occur from within Xero, such as revoking access to Emburse, or if there was an error during the one of the periodic statement syncs the connection between Emburse and your Xero account can be disconnected. 

1. Go to the Accounting page.

2. Under "Connect Account", select "Xero".

3. Select "View Connection Status". 

4. Select "Reconnect To Xero Account".

5. Create a new Xero account or select a current Xero account you want to reconnect with Emburse.  

6. Your selected Xero account will then be reconnected to Emburse.