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Importing Quotes From Xero

To import quotes from Xero into Empower Jobs:


1.  Within Empower ensure you are connected to Xero - for more information see Connecting To Xero.


2.  Once connected you should see a page similar to 
        



3.  Click on Import Quotes from Xero (see highlighted above).

     You should then see the following

   



4. It is possible to

• Download draft quotes from Xero (see highlighted above) to create Jobs in Empower

• Download accepted quotes from Xero (see highlighted above) to create Jobs in Empower.

   
   After clicking on one of the above you should see a page similar to

    
   

   
    This will display all appropriate quotes raised in Xero in the last two months.

   
    Click on Import (highlighted above) to select a specific Xero quote to be imported and created as an Empower Job.  

   
    To select multiple Xero quotes click on the appropriate Multi Select Check box and then click on Multi Import.  A maximum of 15 can be imported at a time.

   
     The Xero Quote Number is used as the new Empower Job Number and the Xero line items for that Xero Quote Number becomes the Product.   
     If the Xero line item does not exist as a Product in Empower it will not add the Product into Empower.

     
      









 

See also