Xero

Genuity makes it a breeze to integrate all of your Xero vendor transaction data and along with other integrations, match spend to usage.

Simply follow the instructions below;

1. Login to Genuity as a user or administrator. You will need to have edit permissions for the Vendors module.
2. Navigate to the Vendors Module → Connectors Tab → Xero and click sync account.  Administrator privileges are required for this connector.
3. Authenticate your credentials on the Xero portal and click submit.

4. Once synced (which may take some time depending on the amount of data) Genuity will pull in all of your transactions and create vendors via our predefined mapping of over 5,000 providers.  Please check all transaction information under vendors, check transactions under our transactions tab and create new vendors from transactions that need to be confirmed or under unrecognized.

Syncing with Xero requires an administrator account that is used to authorize the Genuity application to access your Xero Vendor transactions.  But don't sweat it, the Xero admin account that you use is never sent to Genuity, it is a direct web authentication to Xero that enables the Genuity application with read only permissions.