Getting Started

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 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 access within Xero. Zerlock will not work for users that have read only access

Ready to try Zerlock?

For 30 days use the Xero Health Score across your Xero Client Portfolio - and see who is ready for Q2 Review & lodgement

*Trial of 30 days without commitment or credit card details. Head to our pricing page to find the best plan for your practice.