How to connect Financial Integrations?

  1. Like SSO integration, financial integrations also require the account’s administrator authentication.

  2. For example, if you have the Quickbooks admin credentials, you can authorize it yourself or send an invite to your Quickbooks Admin to complete the authorization with Quickbooks.




Once you follow all the steps and connect financial integration, Zluri will fetch the transaction data from your financial system and automatically map those transactions to the SaaS applications.

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How to connect Financial Integrations?

Modified on Fri, 30 Dec 2022 at 11:09 PM

  1. Like SSO integration, financial integrations also require the account’s administrator authentication.

  2. For example, if you have the Quickbooks admin credentials, you can authorize it yourself or send an invite to your Quickbooks Admin to complete the authorization with Quickbooks.




Once you follow all the steps and connect financial integration, Zluri will fetch the transaction data from your financial system and automatically map those transactions to the SaaS applications.

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