Question

Integrating Xero and Infusionsoft for Invoicing

  • 23 April 2020
  • 1 reply
  • 101 views

I am working through the zap when we create a new quote and invoice in infusionsoft and the person pays it will zap it to xero by creating an invoice and marking it as paid.

 

We use item codes in Xero and I am trying to figure out how to make it zap with the different one each time. My thought process is that when I setup the product in infusionsoft there is something I should be adding to trigger it for the item code.

 

Also we charge the merchant fee back to the customer, so I am thinking I should add that in the tax field.

 

Thanks in advance for your help.


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1 reply

Userlevel 7
Badge +7

Hi @dnpfinancial ,

Thank you for reaching out- happy to help!

Your line of thinking is correct- you will need to map a field in InfusionSoft to correlate with the “Item Code” in Xero. Could you share a screenshot of your configuration (personal information obfuscated) so that we can what fields you are working with? 

We’ll be on the lookout for your response!