Connect Xero to Zevik

Sync your Xero quotes into Zevik automatically. When a client approves in Zevik, the quote is marked as Accepted in Xero — no manual step needed.

What connecting Xero does

✓
Your Xero quotes sync into Zevik — no PDF download or upload needed
✓
When a client approves in Zevik, the quote is marked as Accepted in Xero automatically
✓
You receive a notification in Zevik and can track client activity in the proof grid
⚠

Auto-acceptance only works for quotes that originated in Xero. Manually uploaded PDFs do not sync back to Xero automatically.

1

Go to Integrations in Zevik

Open Zevik and go to Integrations in the navigation. Tap Integrations.

2

Tap Connect next to Xero

You will be taken to the Xero login page. Log in with your usual Xero email and password.

3

Tap Allow access in Xero

Xero will ask you to confirm. Tap Allow access — this gives Zevik permission to read your quotes and update their status on approval.

4

You're connected

You will see a green Connected badge in Integrations next to Xero. Your quotes will now sync automatically from Xero into Zevik.

What happens when a client approves

1
Client taps Approve on their Zevik quote page
2
Zevik marks the quote as Accepted in Xero automatically
3
You receive a notification in Zevik confirming the approval
ℹ

Auto-acceptance only works for quotes that originated in Xero. Manually uploaded PDFs will not write back to Xero on approval.

Z
Integrations → Integrations
X
Xero
Not connected
Connect →
xero
Allow Zevik to access your Xero account?
Zevik will be able to read your quotes and update their status when clients approve.
Allow access
Z
Integrations → Integrations
X
Xero
Your business — connected
✓ Connected
Learn more about the Xero integration
See what Zevik and Xero do together →
›

Continue to your first quote

Your Xero quotes are now ready. Review the script, set up your quote appearance, and send.

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