How can I connect ApprovalMax to Xero?
This is how you connect ApprovalMax to Xero:
- Under the main menu
select your ApprovalMax Organisation, and open "Workflows and settings" >"Approval workflows".
- Click on the button "Connect" next to Approval workflows for Xero.
- Authorise ApprovalMax in Xero.
- Select the Xero organisation you want to connect to.
Done!
There is another way to connect your ApprovalMax Organisation to a Xero organisation:
There is another way to connect your ApprovalMax Organisation to a Xero organisation:
- Under the main menu
- 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.
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