How to integrate your account to Xero ERP

Connecting to Xero integration

Admin users have the option to sync their Xero accounts to their Visionary Corporate Card account

1. Log on to https://app.visionarycorporatecard.com

2. On the side menu, click on your company name, then choose Company Settings.

3. On the left side panel, under Products, choose Integrations. Click the Confirm button. 

4. A new window will pop up. Enter your Visionary portal password to proceed. Click Verify.

5. Users are automatically directed to the Integrations tab.

6. Sign into your Xero account.

7. Click Connect to allow Visionary Corporate Card account to successfully connect to your Xero account.

8. Once connected, a window will appear confirming the integration connection was successful. Admin users can then set up edit and update integration settings once successfully connected.