Quick summary
Linking Xero to Dext lets you sync your accounting software directly with your expense management workflow, eliminating manual data entry. This integration is completed in a few steps from Dext's Business Settings, requiring only your Xero login and permission approval.
Steps
- On Dext's main dashboard, go to the left-side panel and click Business Settings.
- Under the Accounting Software section, tap Connect.
- Find Xero in the list and click its corresponding Connect button.
- Click Connect Software and then log into your active Xero account.
- Click Allow Access to agree with the terms and grant the necessary permissions.
- Specify the Xero organization you wish to use, then tap Next to proceed.
- After completing these steps, your Xero organization will be fully linked to Dext.
