How can I connect ApprovalMax to Xero?
This is how you connect ApprovalMax to Xero:
- In the main menu select your ApprovalMax Organisation, and open Approval workflows page under Workflows and settings section.
- Click on the Connect button next to ApprovalMax workflows for Xero
- Select the desired Xero organisation and authorise ApprovalMax.
There is another way to connect your ApprovalMax Organisation to a Xero organisation:
- In the main menu select your ApprovalMax Organisation, and open Organisation Settings and Connection page under Workflows and Settings section
- Click on the Connect button next to ApprovalMax workflows for Xero
- Select the desired Xero organisation and authorise ApprovalMax.
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.