Zamp

Before enabling Zamp's integration with Xero, review this guide.

Succeeding with Zamp's Xero Integration

Mapping Product Tax Codes and Exemptions are easy within the Zamp Connector.

Setting up Customers and Products

Learn how Zamp handles calculations and posting for your invoices and credit notes in Xero.

Creating Invoices and Credit Notes

Xero

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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