Connecting to Xero
- The first step to use Zerlock is to connect Zerlock to your Xero Organisation. This is a very simple process:
- Browse to www.zerlock.io and select the login to Zerlock with Xero button on the home page.
- You will be taken to the Xero login page where you enter your Xero credentials and Click Log in
- Enter your authentication code (if you have activated 2FA in Xero) and select Log in
- The Xero App authentication page will then appear. Click Allow Access
- Select the organisation you want to review by selecting the down arrow and a list of all organisations you have access to will be provided. Select Connect
- You will now be redirected to the Zerlock query page. If you wish to add more than one organisation (which is recommended), click the Add Organisation button and repeat the process for any other organisation you wish to add. It is important to note that for you to be able to run Zerlock with Xero data, you will need to have either Standard or Advisor acc
ess within Xero. Zerlock will not work for users that have read only access
