How to Connect Claimio to Xero
Once connected, every approved expense claim in Claimio exports to Xero automatically — merchant name, amount, category, receipt image, and all. No spreadsheets, no copy-paste.
What you need before you start
- A Claimio account on the Business plan
- Admin role in your Claimio organisation
- An active Xero account (any plan)
- Admin access to your Xero organisation
Xero export is available on the Business plan (£49.99/month). If you are on Free or Pro, upgrade in the app first.
Step-by-step setup
Open the Claimio app and go to Settings
In the bottom navigation, tap your profile icon to open the Settings screen. Scroll down to find the Integrations section.
Tap 'Connect Xero'
You will see Xero listed alongside QuickBooks and Sage. Tap 'Connect Xero' to begin the authorisation flow.
Sign in to Xero and authorise Claimio
A browser window will open taking you to Xero's login page. Sign in with your Xero credentials. You will be asked to select which Xero organisation to connect — choose the correct one if you have multiple. Then tap 'Allow access'.
You are redirected back to Claimio
Once authorised, you will be returned to the Claimio app automatically. The Xero integration will show as 'Connected' in your Settings.
Map your expense categories to Xero accounts (optional)
In Settings → Integrations → Xero, you can map each Claimio expense category (Travel, Meals, Office Supplies, etc.) to a specific account in your Xero chart of accounts. This step is optional — if you skip it, expenses will export to a default account — but mapping gives you cleaner reporting.
Test with a claim
Ask a team member to submit a test expense. Once you approve it as admin, check your Xero account — the expense should appear as a bill or spend money transaction within a few seconds.
What gets exported to Xero
Every approved claim syncs to Xero with:
- Merchant name and expense description
- Amount and currency (GBP)
- Date of purchase
- Expense category (mapped to your chart of accounts)
- Receipt image attachment
- Employee name
- Custom accounting code (if set on Business plan)
Troubleshooting
The claim isn't appearing in Xero
Check that the claim status is "approved" — only approved claims export. Also verify the Xero connection is still active in Settings (tokens expire after 30 days without use).
The wrong Xero organisation is connected
Disconnect Xero in Settings → Integrations and reconnect, selecting the correct organisation at the authorisation step.
Claims are going to the wrong Xero account
Check your category mappings in Settings → Integrations → Xero. If a category is not mapped, it defaults to the account set in your Xero integration settings.
Need help?
Business plan customers get priority support. Email us at support@claimio.org and we will get back to you within one business day.
Learn more about the Xero integration →