Importing quotes from Xero to OurTradie

You can now import Quotes directly from your Xero account into OurTradie.

Step 1. Enter the correct Xero Quote number and click Import from Xero.

Step 2. If the quote you are importing has options or alternatives, please open each work item once imported and click the appropriate button and then click save the Save button.

For more information on Options & Alternative see the article Creating a Quote with Selectable Options and Extras.

Step 3. Click the Submit Quote button.

You need to insert the correct quote number from Xero otherwise the following error message will appear at the top of the screen.

If you need further assistance, you can contact support@ourtradie.com.au.

Alternatively, you can book a call back at a time that works best for you by clicking on the following link: https://app.hubspot.com/meetings/tony40

OurTradie Support SA

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