Links

Xledger

You can connect Trelica directly to different Xledger in order to extract employee and/or spend information.
First, you need to generate a token:
  1. 1.
    Log in to Xledger at https://www.xledger.net
  2. 2.
    Choose the entity for which you want to grant access.
  3. 3.
    In a new tab in your browser, go to https://www.xledger.net/f/api-tokens.
  4. 4.
    Click the Generate New Token button at the top of the page.
  5. 5.
    Enter a description when prompted (e.g. "Trelica Token").
  6. 6.
    Check the Read tick box for the following scopes for the token:
    • Human Resources (only needed if you want to use Xledger as a source of employee data)
    • General Ledger
    • Accounts Payable
    • Common
  7. 7.
    Click Generate token.
  8. 8.
    Copy the token to the clipboard.
The token will only ever be displayed once so you should enter it into Trelica straight-away.
If you are connecting to the Xledger demo environment then log in to https://demo.xledger.net and to generate a token go to https://demo.xledger.net/f/api-tokens
Once you have generated the token, return to Trelica, go to Admin > Integrations > Xledger, click Connect and paste the token into the Token field.
Last modified 8mo ago