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.

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.

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