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How do I get my customers into Expensify from Xero?

C. Holmes
C. Holmes Expensify Customer Posts: 2 Expensify Newcomer
edited January 2019 in Integrations and API

I'm trying to get my customers from Xero into Expensify, and NOTHING I try is working. Help!

Best Answer

  • Sheena Trepanier
    Sheena Trepanier Expensify Success Coach - Admin Posts: 1,349 Expensify Team
    edited December 2018 Accepted Answer

    You can import your customers from Xero if you enable 'Billable Expenses' in the configuration in Expensify.

    From your Settings > Policies > Groups > click on [Policy Name] > Connections tab, you'll see a Configuration button under the Xero connection. Click that button and then the Coding tab of the Xero settings, from there click the green toggle to enable billable expenses. Once you do, save the configuration and resync your policy to import your customers.