Connect the Emburse Xero Connector

Connect the Emburse Xero Connector

Use this article to connect Emburse Spend to Xero through the Emburse Xero Connector. The connector uses OAuth 2.0 so that the integration can import and export data for the correct Xero organization.

This article applies to accounts that use the Emburse Connector on the Accounting Integration page. To confirm which integration you use, go to the Accounting Integration page. If the Connect action displays Connect via Emburse Connector, or your connected accounting integration description states that your account is syncing via Emburse Connector, use this article.

Connect via Emburse Connector button and View requirements link.

If the Emburse Connector path does not apply to your account, see Connect Xero to Emburse Spend for the native Xero integration.

The Emburse Xero Connector is the ERP Connector integration for Xero. It is separate from the legacy native Emburse Spend Xero integration documented in How Does the Emburse Spend Xero Integration Work? Native integration uses Accounting Sync in Company Settings. The Emburse Xero Connector uses Accounting Integration and the connector configuration workflow.

For an overview of the full connector setup, see Get Started with the Emburse Xero Connector.

Prerequisites

Before you connect Xero and Emburse Spend, confirm the following:

  • You have an Administrator role in Xero for the organization you plan to connect.
  • You have an Administrator role in Emburse Spend.
  • Your organization is enabled for the Emburse Xero Connector integration.

Connect to Xero

When you open the Xero ERP Configuration UI for the first time, the Account Credentials screen describes the connection process and displays the controls to start OAuth 2.0 sign-in.

  1. In Emburse Spend, go to Company Settings.
  2. Select Accounting Integration.
  3. In the Xero section, select CONNECT VIA EMBURSE CONNECTOR if you are not yet connected.

    4. Xero ERP Configuration Account Credentials screen with Connect to Xero control.

  4. On the Accounting Integration page, select CONFIGURE SETTINGS.

    5. Emburse Spend Accounting Integration page with CONFIGURE SETTINGS selected for the Xero ERP Connector.

  5. On the Account Credentials screen, select Connect to Xero.
  6. On the Xero sign-in page, enter your Xero account email and password.

    7. Xero sign-in page with email and password fields.

  7. Select Set up multi-factor authentication if the two-factor authentication is enabled for your Xero account and enter the six-digit authentication code when prompted.

    8. Xero two-factor authentication page with a field for the six-digit code.

  8. If your Xero credentials have access to more than one organization, select the organization to use for this integration.

    9. Xero organization selection list for OAuth access.

  9. Select Allow access to complete OAuth 2.0 and finalize the connection.

    10. Xero Allow access screen to grant Emburse Spend access to organization data.

  10. Return to Emburse Spend and confirm the message, Success! Your Xero account has been successfully saved and you are connected for your integration.

    11. Xero ERP Configuration Account Credentials screen showing the connected success message.

Disconnect From Xero

After a successful connection, Disconnect from Xero appears on the Account Credentials screen. Use this control when you need to remove authorization.

  1. On the Xero ERP Configuration Account Credentials screen, select Disconnect from Xero.

    2. Xero ERP Configuration Account Credentials screen with Disconnect from Xero control.

  2. Confirm the message: Your Xero account has been disconnected. Authorization has been removed, and data will no longer sync.

    3. Xero ERP Configuration Account Credentials screen showing the disconnected confirmation message.

Next Steps

After you connect, configure import settings and customize export behavior:

The first delivery of the Emburse Xero Connector does not include Xero Invoices or accounts payable invoice workflows, or Xero Projects premium sync. Those capabilities are out of scope for this topic set.

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