The three major sections we are going to
discuss here are:
A. How
to connect Xero with Zuper?
B. How does Zuper – Xero
Integration work?
C. How
to uninstall Xero from Zuper?
This uni-directional integration pushes Zuper’s estimates and invoices to Xero.
Pre-requisites:
Zuper API Key and Xero OAuth - When they click on install in our app store, they will be
presented with this screen to permit their Xero account. This process is called
OAuth.
A. How to connect your Xero
with Zuper?
1. Open a new tab in your browser once
you are logged in to your Zuper Account.
Click on your Profile Picture in
the top right corner of the screen and select the “App Store.”

2. Under the “Browse
by Category,” select the “Accounting and
Payments” option and choose “Xero.”
3.
Click on the “Install Xero” button.
Note: With Zuper
and Xero tabs open, you can switch between the tabs for integration. Switch
to the Zuper tab on your browser and log in to your Zuper account.
4. A pop-up will
appear, and you need to check and provide access to the data flow by clicking
on the “Allow Access” button.
5. Update Xero Settings
by configuring the following fields:
Note: You need to have a
dedicated account that uses Zuper API key for the smooth Zuper-Xero
Integration.b. Tenant Name (Mandatory Field) – Enter the instance name of Xero, which is displayed in the top left
corner of Xero.
c. Estimate Sync (Mandatory Field) – You can choose either “Yes” or “No” to push the quotations
from your Zuper account to Xero.
d. Invoice
Sync (Mandatory Field) – You can choose either “Yes” or
“No” to push the invoices from your Zuper account to Xero.
e. Use Zuper Estimate Number (Mandatory
Field) – You can choose either “Yes” or “No” to utilize your Zuper
account’s prefix quote number to Xero
f. Use Zuper Invoice Number (Mandatory
Field) – You can choose either “Yes” or “No” to
utilize your Zuper account’s prefix invoice number to Xero.
g. Delete Cancelled Invoice /
Estimate (Mandatory Field) – You can
choose either “Yes” or “No” to remove the canceled invoice or quotations in Xero,
which got synced from Zuper.
h. Sync Tax Master (Mandatory Field) – You can choose either “Yes” or “No” to push
the tax master data from your Zuper account to Xero.
i. Line-Item
Account Code (Mandatory Field) – Xero account will have the “Chart of accounts.” You need to enter the account code of Xero for which the
product from Zuper gets synced
j. Payment Item Account Code (Mandatory
Field) – Xero account will have the “Chart of accounts.” You need to enter the account code of Xero for which the
invoice from Zuper gets synced.
Note: A check mark on the “Enable Payments on this
account” will help you map the line-item account code
if you use the same account code for the product and payments.
Select the “Update” button to
connect Xero app with Zuper.
B.
How does Zuper – Xero Integration work?
1. log
in to your Zuper account and create a quotation from the left panel.
Based
on the configuration done, the quotation sync happens in Xero.
Zuper:
The
quotation created in Zuper will be reflected in Xero based on earlier
installation steps.

Xero:
Once a quote is
created in Zuper, it will be reflected in Xero based on the installation
settings.

2. The invoice created in Zuper
will be reflected in Xero based on earlier installation steps.
In
this case, the partially paid invoice of Zuper will be reflected in Xero.
Zuper:
Xero:
The invoice
with partial payment status in Zuper will be reflected as “Awaiting
Payment” based on
the installation settings.
3. In
this case, the fully paid invoice of Zuper will be reflected in Xero.
Zuper:

Xero:
The invoice with full payment
status in Zuper will be reflected as “Paid” based on the installation settings.
4. In
this case, the canceled quotation of Zuper will be reflected in Xero.
Zuper:
Xero:
Once a quote is
deleted in Zuper, it will be reflected in Xero based on the integration
settings as “Deleted” in Xero.

5. In
this case, the declined quotation of Zuper will be reflected in Xero.
Zuper:
Xero:
3. The status
mapping between Zuper and Xero is as follows:

C. How to Uninstall your Xero
from Zuper?
1. Open a new tab in your browser once you are logged in to your Zuper Account.
Click on your Profile Picture in the top right corner of the screen and select the “App Store.”

2. Under the “Browse by Category,” select the “Accounting and Payments” option and choose “Xero.”
3. Click on the “Install Xero” button.

4. The Xero app is uninstalled successfully.

This integration enables Zuper to automatically push
estimates and invoices to Xero for seamless financial management.
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