How to complete the Onboarding process with Zluri

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.

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How to complete the Onboarding process with Zluri

Modified on Sat, 31 Dec 2022 at 09:55 PM

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.

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