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. Log in to Xledger at https://www.xledger.net
2. Choose the entity for which you want to grant access.
3. In a new tab in your browser, go to https://www.xledger.net/f/api-tokens.
4. Click the Generate New Token button at the top of the page.
5. Enter a description when prompted (e.g. "Trelica Token").
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. Click Generate token.
8. Copy the token to the clipboard.

Once you have generated the token, return to Trelica, go to Admin > Integrations > Xledger, click Connect and paste the token into the Token field.