What is Xero?

Xero is an online accounting software that helps small businesses save time and grow.

Learn more about Xero here.

What this zap does:

By using this zap, when a new placement is made in Vincere, an invoice will be created in Xero.

This is perfect if you want to create a Sales invoice in Xero when a new placement is made on Vincere

How it works:

  1. New Placement is added on Vincere
  2. Create Sales invoice

What you need:

  1. Vincere account
  2. Xero account

1/ Set up the trigger

Trigger to use: New Placement is added on Vincere

2/ Select your Vincere Account:

3/ Set up the Action

Action to use: Create Sales Invoice

4/ Select your Xero Account 

5/ Now map the data that you want to pull from Vincere and push to Xero:

6/ Test & Continue

Finally, turn the zap on! Your zap is ready for action.

#TheVincereWay

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