How do I set up the Xero Expense Data integration?

Airwallex Expense Management is coming soon! If you would like early access please let us know here!

To set up the Xero Expense Data integration, navigate to the Connections page.

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Select the Xero Expense Data tile to open the Xero Expense Data home page. Click the connect button in the top right.

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Note: In order to configure the Xero Expense Data integration, it is required that you first enable the Xero Bank Feed integration. See here for steps on how to connect to Xero Bank Feed.

Once Xero Bank Feed is connected:

1. You will see the following page where you can select your Xero organisation. Make sure that the Xero organisation you select is the same for both Xero Expense Data and Xero Bank Feed.

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Once you’ve selected your Xero organisation, you can then review and edit the expense data that you want to import into Airwallex. This includes your chart of accounts (expense accounts), your tracking categories, and your tax rates. You can choose to import all or a subset of the data.

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Once you’ve successfully imported your expense data, you can customise which fields you want your employees to submit for their expenses in Expense Settings.

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