How can I connect ApprovalMax to Xero?

How can I connect ApprovalMax to Xero?

This is how you connect ApprovalMax to Xero:
  1. In the main menu, find your ApprovalMax Organisation. Then open Approval Workflows under Workflows And Settings.
  2. Click on the CONNECT button next to ApprovalMax Workflows for Xero.
  3. Select the respective Xero Organisation and authorise ApprovalMax.


There is another way to connect your ApprovalMax Organisation to a Xero Organisation:
  1. In the main menu, find your ApprovalMax Organisation. Then open Organisation Settings and the Connections page under Workflows And Settings.
  2. Click on the CONNECT button next to ApprovalMax Workflows for Xero.
  3. Select the respective Xero Organisation and authorise ApprovalMax.


Now, your ApprovalMax Organisation is connected to the Xero Organisation, and you can set up approval workflows.
Feel free to watch our video on how to connect to Xero.

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.

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