Setting up the Xero integration requires very few steps and it is a one-time process. Follow the steps below to complete the integration:
- Go to the Settings page in Pleo and choose Xero.
- Enable the integration with Xero by clicking the Connect button.
- You will be redirected to Xero to login and grant access to Pleo. Once you grant Pleo access to your Xero account it will create a new Bank Account in Xero called "Pleo Account". This account is where you will reconcile all your Pleo transactions. The first exported expenses will show up under Account Transactions.
See the video below for more details:
Your Xero integration is now properly set up!