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Connect Spendesk to Xero

Updated this week

Spendesk supports a native integration with Xero, allowing you to seamlessly export your payables and synchronize your accounting data.

Prerequisites:

  • You must be an Administrator in Xero;

  • You must be an Account Owner or Controller in Spendesk;

  • You must activate the two-factor authentication on Spendesk that is required by Xero to allow connection.

Connection steps

You can switch integration on your Spendesk account, and proceed with the initial configuration on Xero.

Step 1 - Select integration on Spendesk

  1. Go to Spendesk and navigate to Settings > Accounting Setup and click Switch Integration.

  2. Choose Xero in the dropdown.

  3. Read through an explanation of what switching an accounting integration means and click Continue.

  4. Click Switch Integration.

Step 2 - Initial configuration on Xero

Make sure to follow the steps below:
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  1. Connect to Xero

  2. Navigate to Accounting > Chart of accounts

  3. Create a new bank account code for you 'Spendesk' account by clicking on Add Bank Account

  4. Fill in the 'Account Number' field and pick the correct currency

  • Then, enter 'Spendesk' (or any name that makes sense to you) in the search bar.

  • By default, there shouldn't be any known result. Click on Add it anyway:


Finally, enter the details of this account:

  • Choose the account name

  • Select the 'Other' Account Type

  • Fill in the Account Number field and pick the correct currency: on Spendesk go to Settings > Company Wallet > Funding & Funding history on Spendesk to get the right information.

Step 3 - Connection with two-factor authentication

You now can connect on Spendesk to start using the Xero integration. At this stage it is therefore normal to see the Xero integration as 'inactive'. You can click on Connect to Xero.
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You then need to activate the two-factor authentication by clicking on Continue. This is requirement from Xero.
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After a successful connection you will be redirected back to the Accounting Setup page on Spendesk where you will see the status of your connection. Your chart of accounts, tax codes and analytical plans will be pulled from Xero in the background.

Next steps

You can now start the configuration of Spendesk to use Xero accounting setup.

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