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Xero

How to set up the Xero integration

Written By Ekke

Last updated About 3 hours ago

To enable the Xero integration, you must have permission to edit company settings in Planyard and the correct access rights in Xero.

  1. Go to Company in the top menu
  2. Click Integrations
  3. Under the Xero logo, click Connect
  4. Log in using your Xero credentials
  5. Authorize the connection

Once connected, all approved costs in Planyard will automatically sync to Xero.

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