Xero - NZ

Plugin icon

Xero

Integrate Zip to your Xero software following this configuration steps.

Data Flow Diagram

17641764

Accepting Zip via Xero Invoices

See below for instructions on how to set up your Zip x Xero integration, and you can also learn more about how Zip works via Xero here.

12821282

Getting Started with Zip Xero Invoicing

The following instructions detail how to get started using Zip to invoice your customers from Xero. You’ll need your Zip Merchant Portal login to follow the steps below.

This documentation assumes you’ve already been accepted as a merchant with Zip – see here for details on how to become a Zip partner!

Step 1 – Login to your Merchant Portal

Navigate to the Merchant Portal and login using the email address and password provided to you

382382

Step 2 – Pair your Xero Account

In the top right of the screen, click the “Xero” tab

512512

Then, click the “Connect to Xero” button

17641764

Step 3 – Login and Authorise on Xero

If you aren’t already logged in to Xero, you’ll be prompted to login.

421421

Next, you’ll be asked if you want to Authorise Zip to connect to your Xero account. Click “Allow Access”.

220220

Step 4 – Select Payment Accounts & Branding Theme

Your Xero and Zip Merchant accounts are now connected. Choose the Payment Account that you would like to use for Zip invoices. Make sure the Payment Account that you select is the same one you have elected to be paid into from Zip. Then, on the same screen, choose the Branding Theme from the dropdown that you’d like Zip on.

512512

Once you’re happy with your selection, click on the “Enable” button.

505505

Ready to go!

You’re now ready to start issuing invoices that can be paid through Zip! Please note that any existing invoices that have not yet been paid will also now offer Zip as a payment option.

467467