How to integrate and use Clyr with Zuper?
Introduction:
The Zuper-Clyr integration enables you to automate expense management. Track your expenses by adding your credit card details on Clyr.
Sync Jobs from Zuper as Projects on Clyr.
Associate expenses to Projects on Clyr. Track your expenses as Parts & Services in Jobs on Zuper.
Sync Customers on Zuper as Clients on Clyr.
Sync Users from Zuper to Clyr.
Note: To integrate Clyr with Zuper, please reach out to at
(1-888-718-7858) or email support@zuper.co
How to integrate Clyr with Zuper?
1. On Zuper, select the “Jobs” module
from the left navigation menu and create a new job by filling in the necessary
details.
2. The new job is created
successfully.
3. On Clyr, click on Projects in
the left navigation menu.
Choose the Zuper Job that is captured
as a project.
4. Select
the Transactions module and choose the exact transaction for which the project
needs to be assigned.
5. Choose
the project and map this to the transaction.
6. The
transaction is mapped to the project successfully.
9. Switch
to Zuper. You can view the transactions under the parts and services section in
the job.
Note: Users on Zuper are synced as users on Clyr. The customers on Zuper are synced as clients on Clyr.