How can I connect ApprovalMax to Xero?

How can I connect ApprovalMax to Xero?

This is how you connect ApprovalMax to Xero:
  1. Under the main menu select your ApprovalMax Organisation, and open "Workflows and settings" >"Approval workflows".
  2. Click on the button "Connect" next to Approval workflows for Xero.
  1. Select the desired Xero organisation and authorise ApprovalMax:




There is another way to connect your ApprovalMax Organisation to a Xero organisation:
  1. In the main menu select your ApprovalMax Organisation, and open "Workflows and settings" > "Organisation Settings and Connection"
  2. There, click on the button "Connect" next to Approval workflows for Xero.


Now, your ApprovalMax Organisation is connected to the Xero organisation, and you can set up approval workflows.

Security note: ApprovalMax does not store your Xero credentials. We are using oAuth, the open standard for authorisation, which enables 100% safe and secure delegated access.


Feel free to watch our video on how to connect to Xero.