Follow three simple steps to complete Onboarding with Zluri

Please click on the Video button below to understand the Zluri onboarding process.

Step 1: Add your Organization details

Step 2: Add your Team details 

Step 3: Add your financial details

Click on Sign up with email or signup with Google Workspace.

1:  Add your name.

2: Enter your work email.

3:  Enter a password and click on Sign up.

NOTE: You will be getting a confirmation email to your registered email address
Please access your email and click on verify account on your email.

NOTE: If you don't see a verification email in your inbox, please check your spam folder

Once the signup is completed, follow the below steps.

STEP 1 - Add your company details, 

• Add your company name

• Default currency 

• Choose a financial year/Month as shown below.

STEP 2 -  Add your Team

You can add your team by connecting with any SSO, like Gsuite, Azure AD, Okta, etc., with your admin credentials only.

NOTE: If you don't have admin credentials to Gsuite, you can invite your co-worker with admin rights to authorize and sign into the Gsuite.

• Invite clickinviteClick on sending to co-worker option as shown above to send an invite to the co-worker to approve the Gsuite connection. 

• If you need your co-worker to complete the authorization, You will need to fill in their name, email & a note (optional) and then send an invite accordingly, as shown above.

• Your co-worker will get an email with a link to complete the authorization.

• Once the Co-worker connects successfully with Gsuite on Zluri, you will see a 'blue tick mark on the Gsuite application, as shown below.

STEP 3 -  Add your financial details 

You can add your financial details to keep track of your SaaS spendings spending

• "You can directly integrate with your accounting software like Quickbooks or Netsuite or with your expense software like Coupa or Expensify with Zluri."

• If you DO NOT use any of the above accounting software, you can still upload your financial data in a CSV format that we accept, as shown below.,

To upload financial data in CSV format, please follow the below instructions.

• The date should be in YYYY-MM-DD format.

• Transaction description.

• The amount should NOT be separated with a comma.

• Choose your desired currency.

Here you go! , you have completed all the steps.
Congratulation! You have successfully been onboarded with Zluri.