{"id":8005,"date":"2020-08-27T22:03:10","date_gmt":"2020-08-27T22:03:10","guid":{"rendered":"https:\/\/www.insitusales.com\/?page_id=8005"},"modified":"2026-09-04T00:29:50","modified_gmt":"2026-09-04T00:29:50","slug":"xero-integration","status":"publish","type":"page","link":"https:\/\/www.insitusales.com\/en\/integrations\/xero-integration\/","title":{"rendered":"Xero Integration"},"content":{"rendered":"\n<!-- inSitu Sales \u2014 Xero integration for field sales, DSD and wholesale distributors -->\n<style id=\"insitu-xero-styles\">\nbody:has(.insitu-xero-page) .inner-header-description,\nbody:has(.insitu-xero-page) .header-description-row { display: none !important; }\nbody:has(.insitu-xero-page) #page-content,\nbody:has(.insitu-xero-page) .page-content { padding: 0 !important; }\n.insitu-xero-page {\n  position: relative;\n  left: 50%;\n  width: 100vw !important;\n  max-width: 100vw !important;\n  margin: 0 0 0 -50vw !important;\n  padding: 0 !important;\n  overflow: hidden;\n}\n.insitu-xero-page::before,\n.insitu-xero-page::after,\n.insitu-xero-page :where(main, section, article, aside, header, footer, nav, div, figure, figcaption, ol, ul, dl)::before,\n.insitu-xero-page :where(main, section, article, aside, header, footer, nav, div, figure, figcaption, ol, ul, dl)::after {\n  display: none !important;\n  content: none !important;\n}\n.insitu-xero-page.xero-page {\n  --xero-navy: #0d2354;\n  --xero-navy-2: #17366f;\n  --xero-cyan: #13b5ea;\n  --xero-blue: #1773e8;\n  --xero-mint: #dff8f1;\n  --xero-green: #19a66f;\n  --xero-sky: #eef8fd;\n  --xero-paper: #fffdfa;\n  --xero-line: #cfe5ef;\n  --xero-copy: #405271;\n  color: var(--xero-navy);\n  background: #fff;\n  font-family: Inter, Arial, sans-serif;\n  overflow: hidden;\n}\n\n.insitu-xero-page.xero-page *, .insitu-xero-page.xero-page *::before, .insitu-xero-page.xero-page *::after { box-sizing: border-box; }\n.insitu-xero-page.xero-page a { color: inherit; text-decoration: none; }\n.insitu-xero-page.xero-page img { display: block; max-width: 100%; }\n.insitu-xero-page.xero-page h1, .insitu-xero-page.xero-page h2, .insitu-xero-page.xero-page h3, .insitu-xero-page.xero-page p { margin-top: 0; }\n.insitu-xero-page.xero-page h1, .insitu-xero-page.xero-page h2, .insitu-xero-page.xero-page h3 { font-family: Manrope, Inter, Arial, sans-serif; letter-spacing: -.035em; }\n.insitu-xero-page.xero-page button { font: inherit; }\n.insitu-xero-page .xero-shell { width: min(1180px, calc(100% - 48px)); margin-inline: auto; }\n.insitu-xero-page .xero-section { padding: 92px 0; }\n.insitu-xero-page .xero-eyebrow { margin-bottom: 16px; color: var(--xero-blue); font-size: 12px; font-weight: 800; letter-spacing: .13em; text-transform: uppercase; }\n.insitu-xero-page .xero-section-heading { max-width: 700px; margin-bottom: 42px; }\n.insitu-xero-page .xero-section-heading.centered { margin-inline: auto; text-align: center; }\n.insitu-xero-page .xero-section-heading h2, .insitu-xero-page .xero-intro h2, .insitu-xero-page .xero-access-copy h2, .insitu-xero-page .xero-connect-card h2, .insitu-xero-page .xero-faq h2, .insitu-xero-page .xero-final-cta h2 { margin-bottom: 16px; font-size: clamp(34px, 4vw, 50px); line-height: 1.06; }\n.insitu-xero-page .xero-section-heading > p:last-child, .insitu-xero-page .xero-intro-grid p, .insitu-xero-page .xero-access-copy > p, .insitu-xero-page .xero-connect-card > div > p:last-child, .insitu-xero-page .xero-faq-grid > div > p:last-child { color: var(--xero-copy); font-size: 17px; line-height: 1.72; }\n\n.insitu-xero-page .xero-hero { padding: 80px 0 0; background: var(--xero-paper); border-bottom: 1px solid var(--xero-line); }\n.insitu-xero-page .xero-hero-grid { display: grid; grid-template-columns: .88fr 1.12fr; gap: 60px; align-items: center; }\n.insitu-xero-page .xero-mark { display: inline-block; width: 61px; overflow: hidden; vertical-align: middle; }\n.insitu-xero-page .xero-mark img { width: 122px; max-width: none; height: 40px; }\n.insitu-xero-page .xero-hero-copy h1 { max-width: 590px; margin-bottom: 22px; font-size: clamp(48px, 5.2vw, 72px); line-height: .99; }\n.insitu-xero-page .xero-lede { max-width: 610px; margin-bottom: 28px; color: var(--xero-copy); font-size: 19px; line-height: 1.68; }\n.insitu-xero-page .xero-cta-row { display: flex; flex-wrap: wrap; gap: 12px; align-items: center; }\n.insitu-xero-page .xero-button { display: inline-flex; min-height: 50px; align-items: center; justify-content: center; padding: 0 24px; border: 2px solid transparent; border-radius: 9px; font-size: 13px; font-weight: 800; letter-spacing: .025em; }\n.insitu-xero-page .xero-button.primary { background: var(--xero-blue); color: #fff; }\n.insitu-xero-page .xero-button.secondary { border-color: #9bc4ef; background: #fff; color: var(--xero-blue); }\n.insitu-xero-page .xero-button.light { background: #fff; color: var(--xero-navy); }\n.insitu-xero-page .xero-button.outline-light { border-color: #79d4f5; color: #fff; }\n.insitu-xero-page .xero-button:hover, .insitu-xero-page .xero-button:focus-visible { transform: translateY(-2px); box-shadow: 0 8px 20px #b7d7e6; }\n.insitu-xero-page .xero-hero-proof { display: flex; gap: 8px; align-items: center; margin: 20px 0 0; color: #49647a; font-size: 13px; font-weight: 700; }\n.insitu-xero-page .xero-hero-proof svg { color: var(--xero-green); }\n\n.insitu-xero-page .xero-hero-flow { position: relative; padding: 18px; border: 1px solid #badbe9; border-radius: 26px; background: #fff; box-shadow: 0 24px 54px #d2e6ef; }\n.insitu-xero-page .xero-hero-flow-head { display: flex; align-items: center; justify-content: space-between; gap: 16px; padding-bottom: 14px; border-bottom: 1px solid var(--xero-line); font-size: 10px; letter-spacing: .08em; }\n.insitu-xero-page .xero-hero-flow-head span, .insitu-xero-page .xero-hero-flow-head em { display: flex; align-items: center; gap: 7px; font-style: normal; font-weight: 800; }\n.insitu-xero-page .xero-hero-flow-head em { color: var(--xero-green); }\n.insitu-xero-page .xero-flow-canvas { display: grid; grid-template-columns: 1fr auto 1fr; gap: 14px; align-items: center; padding: 28px 8px 24px; }\n.insitu-xero-page .xero-insitu-node, .insitu-xero-page .xero-core-node { display: grid; min-height: 118px; place-items: center; align-content: center; gap: 10px; padding: 16px; border: 1px solid var(--xero-line); border-radius: 18px; background: #fff; text-align: center; }\n.insitu-xero-page .xero-insitu-node img { width: 128px; }\n.insitu-xero-page .xero-core-node { border-color: var(--xero-cyan); background: var(--xero-sky); }\n.insitu-xero-page .xero-core-node .xero-mark { width: 91px; }\n.insitu-xero-page .xero-core-node .xero-mark img { width: 182px; height: auto; }\n.insitu-xero-page .xero-insitu-node small, .insitu-xero-page .xero-core-node small { color: #5b6b7b; font-size: 10px; font-weight: 700; }\n.insitu-xero-page .xero-flow-arrow { display: grid; justify-items: center; gap: 4px; color: var(--xero-blue); }\n.insitu-xero-page .xero-flow-arrow span { color: #607487; font-size: 8px; font-weight: 800; text-transform: uppercase; white-space: nowrap; }\n.insitu-xero-page .xero-flow-arrow svg { width: 42px; font-size: 28px; }\n.insitu-xero-page .xero-orbit-grid { display: grid; grid-template-columns: repeat(6, 1fr); gap: 8px; }\n.insitu-xero-page .xero-orbit-card { display: flex; grid-column: span 2; min-width: 0; align-items: center; gap: 7px; padding: 10px; border: 1px solid var(--xero-line); border-radius: 12px; background: var(--xero-paper); }\n.insitu-xero-page .xero-orbit-card:nth-child(4), .insitu-xero-page .xero-orbit-card:nth-child(5) { grid-column: span 3; }\n.insitu-xero-page .xero-orbit-card > svg { flex: 0 0 auto; color: var(--xero-blue); font-size: 20px; }\n.insitu-xero-page .xero-orbit-card span { min-width: 0; }\n.insitu-xero-page .xero-orbit-card strong, .insitu-xero-page .xero-orbit-card small { display: block; }\n.insitu-xero-page .xero-orbit-card strong { font-size: 9px; }\n.insitu-xero-page .xero-orbit-card small { margin-top: 3px; color: #658094; font-size: 7px; }\n.insitu-xero-page .xero-flow-note { display: flex; align-items: center; gap: 10px; margin-top: 10px; padding: 12px 14px; border-radius: 12px; background: var(--xero-navy); color: #fff; }\n.insitu-xero-page .xero-flow-note > svg { flex: 0 0 auto; color: #6ce1c1; font-size: 23px; }\n.insitu-xero-page .xero-flow-note strong, .insitu-xero-page .xero-flow-note small { display: block; }\n.insitu-xero-page .xero-flow-note strong { font-size: 11px; }\n.insitu-xero-page .xero-flow-note small { margin-top: 2px; color: #d7e9f4; font-size: 9px; }\n.insitu-xero-page .xero-trust-row { display: grid; grid-template-columns: repeat(4, 1fr); margin-top: 70px; border-top: 1px solid var(--xero-line); }\n.insitu-xero-page .xero-trust-row span { display: flex; min-height: 78px; align-items: center; justify-content: center; gap: 9px; padding: 15px; border-left: 1px solid var(--xero-line); color: #3e5669; font-size: 12px; }\n.insitu-xero-page .xero-trust-row span:last-child { border-right: 1px solid var(--xero-line); }\n.insitu-xero-page .xero-trust-row svg { color: var(--xero-blue); font-size: 22px; }\n\n.insitu-xero-page .xero-intro { background: #fff; }\n.insitu-xero-page .xero-intro-grid { display: grid; grid-template-columns: .82fr 1.18fr; gap: 100px; align-items: start; }\n.insitu-xero-page .xero-intro-grid p:last-child { margin-bottom: 0; }\n.insitu-xero-page .xero-sync-section { background: var(--xero-sky); }\n.insitu-xero-page .xero-sync-layout { display: grid; grid-template-columns: 340px 1fr; gap: 24px; align-items: stretch; }\n.insitu-xero-page .xero-sync-tabs { display: grid; gap: 8px; }\n.insitu-xero-page .xero-sync-tabs button { display: grid; grid-template-columns: auto 1fr auto; gap: 11px; align-items: center; width: 100%; min-height: 70px; padding: 12px 14px; border: 1px solid var(--xero-line); border-radius: 13px; background: #fff; color: var(--xero-navy); text-align: left; cursor: pointer; }\n.insitu-xero-page .xero-sync-tabs button > svg:first-child { color: var(--xero-blue); font-size: 23px; }\n.insitu-xero-page .xero-sync-tabs button > svg:last-child { color: #88a2b6; }\n.insitu-xero-page .xero-sync-tabs button strong, .insitu-xero-page .xero-sync-tabs button small { display: block; }\n.insitu-xero-page .xero-sync-tabs button strong { font-size: 13px; }\n.insitu-xero-page .xero-sync-tabs button small { margin-top: 4px; color: #667f91; font-size: 10px; }\n.insitu-xero-page .xero-sync-tabs button.active { border-color: var(--xero-blue); background: var(--xero-navy); color: #fff; box-shadow: 0 12px 30px #bdd8e5; }\n.insitu-xero-page .xero-sync-tabs button.active > svg, .insitu-xero-page .xero-sync-tabs button.active small { color: #8be5ff; }\n.insitu-xero-page .xero-sync-detail { display: flex; min-height: 380px; flex-direction: column; justify-content: center; padding: clamp(26px, 5vw, 60px); border: 1px solid #b9dbe9; border-radius: 22px; background: #fff; box-shadow: 0 16px 42px #c8e1ec; }\n.insitu-xero-page .xero-sync-detail header { display: flex; align-items: center; gap: 14px; }\n.insitu-xero-page .xero-sync-detail header > span { display: grid; width: 52px; height: 52px; place-items: center; border-radius: 14px; background: var(--xero-cyan); color: #fff; font-size: 27px; }\n.insitu-xero-page .xero-sync-detail header p { margin-bottom: 4px; color: #6e8494; font-size: 9px; font-weight: 800; letter-spacing: .12em; }\n.insitu-xero-page .xero-sync-detail h3 { margin-bottom: 0; font-size: 31px; }\n.insitu-xero-page .xero-record-map { display: grid; grid-template-columns: 1fr auto 1fr; gap: 13px; align-items: stretch; margin: 28px 0 20px; }\n.insitu-xero-page .xero-record-map > div { padding: 18px; border: 1px solid var(--xero-line); border-radius: 13px; background: var(--xero-paper); }\n.insitu-xero-page .xero-record-map small, .insitu-xero-page .xero-record-map strong { display: block; }\n.insitu-xero-page .xero-record-map small { margin-bottom: 7px; color: #708797; font-size: 9px; font-weight: 800; text-transform: uppercase; }\n.insitu-xero-page .xero-record-map strong { font-size: 14px; }\n.insitu-xero-page .xero-record-map > span { display: grid; place-items: center; align-content: center; color: var(--xero-blue); }\n.insitu-xero-page .xero-record-map > span b { max-width: 92px; margin-bottom: 4px; font-size: 9px; text-align: center; }\n.insitu-xero-page .xero-record-map > span svg { font-size: 24px; }\n.insitu-xero-page .xero-sync-detail > p { margin-bottom: 18px; color: var(--xero-copy); font-size: 15px; line-height: 1.7; }\n.insitu-xero-page .xero-detail-guardrail { display: flex; align-items: center; gap: 10px; padding: 13px 15px; border: 1px solid #a8ead6; border-radius: 12px; background: var(--xero-mint); }\n.insitu-xero-page .xero-detail-guardrail svg { flex: 0 0 auto; color: var(--xero-green); font-size: 22px; }\n.insitu-xero-page .xero-detail-guardrail strong, .insitu-xero-page .xero-detail-guardrail small { display: block; }\n.insitu-xero-page .xero-detail-guardrail strong { font-size: 11px; }\n.insitu-xero-page .xero-detail-guardrail small { margin-top: 2px; color: #42685e; font-size: 9px; }\n\n.insitu-xero-page .xero-day-section { background: #fff; }\n.insitu-xero-page .xero-day-flow { display: grid; grid-template-columns: repeat(4, 1fr); gap: 0; margin: 0; padding: 0; list-style: none; counter-reset: xero-step; }\n.insitu-xero-page .xero-day-flow li { position: relative; min-height: 285px; padding: 28px 26px; border: 1px solid var(--xero-line); border-right: 0; background: var(--xero-paper); }\n.insitu-xero-page .xero-day-flow li:first-child { border-radius: 20px 0 0 20px; }\n.insitu-xero-page .xero-day-flow li:last-child { border-right: 1px solid var(--xero-line); border-radius: 0 20px 20px 0; }\n.insitu-xero-page .xero-day-flow li > svg { margin: 32px 0 28px; color: var(--xero-cyan); font-size: 42px; }\n.insitu-xero-page .xero-step-number { color: #7191a4; font-size: 10px; font-weight: 800; letter-spacing: .12em; }\n.insitu-xero-page .xero-day-flow h3 { margin-bottom: 11px; font-size: 20px; }\n.insitu-xero-page .xero-day-flow p { margin-bottom: 0; color: var(--xero-copy); font-size: 13px; line-height: 1.65; }\n\n.insitu-xero-page .xero-access-section { background: var(--xero-navy); color: #fff; }\n.insitu-xero-page .xero-access-grid { display: grid; grid-template-columns: .86fr 1.14fr; gap: 80px; align-items: center; }\n.insitu-xero-page .xero-access-copy .xero-eyebrow { color: #72dcff; }\n.insitu-xero-page .xero-access-copy h2 { color: #fff; }\n.insitu-xero-page .xero-access-copy > p { color: #d6e3ef; }\n.insitu-xero-page .xero-access-copy ul { display: grid; gap: 12px; margin: 25px 0 0; padding: 0; list-style: none; }\n.insitu-xero-page .xero-access-copy li { display: flex; gap: 9px; align-items: flex-start; color: #eef7fb; font-size: 13px; line-height: 1.5; }\n.insitu-xero-page .xero-access-copy li svg { flex: 0 0 auto; margin-top: 2px; color: #62ddb9; }\n.insitu-xero-page .xero-access-visual { display: grid; gap: 12px; padding: 24px; border: 1px solid #315086; border-radius: 22px; background: #173266; }\n.insitu-xero-page .xero-role-card { display: grid; grid-template-columns: auto 1fr auto; gap: 14px; align-items: center; min-height: 112px; padding: 18px; border-radius: 16px; background: #fff; color: var(--xero-navy); }\n.insitu-xero-page .xero-role-card > span { display: grid; width: 46px; height: 46px; place-items: center; border-radius: 13px; background: var(--xero-sky); color: var(--xero-blue); font-size: 24px; }\n.insitu-xero-page .xero-role-card small, .insitu-xero-page .xero-role-card strong, .insitu-xero-page .xero-role-card em { display: block; }\n.insitu-xero-page .xero-role-card small { margin-bottom: 3px; color: #71889a; font-size: 8px; font-weight: 800; letter-spacing: .12em; }\n.insitu-xero-page .xero-role-card strong { font-size: 14px; }\n.insitu-xero-page .xero-role-card em { margin-top: 6px; color: #596f82; font-size: 10px; font-style: normal; }\n.insitu-xero-page .xero-role-card > svg { color: var(--xero-green); font-size: 26px; }\n.insitu-xero-page .xero-role-card .xero-mark { width: 49px; }\n.insitu-xero-page .xero-role-card .xero-mark img { width: 98px; height: auto; }\n.insitu-xero-page .xero-access-lock { display: flex; align-items: center; justify-content: center; gap: 8px; min-height: 44px; border: 1px solid #5f82b4; border-radius: 12px; background: var(--xero-navy); color: #99e6ff; font-size: 10px; font-weight: 800; letter-spacing: .08em; text-transform: uppercase; }\n\n.insitu-xero-page .xero-use-cases { background: var(--xero-paper); }\n.insitu-xero-page .xero-use-case-grid { display: grid; grid-template-columns: repeat(4, 1fr); gap: 16px; }\n.insitu-xero-page .xero-use-case-grid article { display: flex; min-height: 330px; flex-direction: column; padding: 28px; border: 1px solid var(--xero-line); border-radius: 18px; background: #fff; }\n.insitu-xero-page .xero-use-case-grid article > svg { margin-bottom: 35px; color: var(--xero-blue); font-size: 36px; }\n.insitu-xero-page .xero-use-case-grid h3 { margin-bottom: 12px; font-size: 21px; }\n.insitu-xero-page .xero-use-case-grid p { color: var(--xero-copy); font-size: 13px; line-height: 1.65; }\n.insitu-xero-page .xero-use-case-grid a { display: inline-flex; align-items: center; gap: 6px; margin-top: auto; color: var(--xero-blue); font-size: 12px; font-weight: 800; }\n\n.insitu-xero-page .xero-connect-section { padding-top: 0; background: var(--xero-paper); }\n.insitu-xero-page .xero-connect-card { display: grid; grid-template-columns: .9fr 1.1fr; gap: 70px; align-items: center; padding: 48px; border: 1px solid #a9d6e7; border-radius: 24px; background: var(--xero-sky); }\n.insitu-xero-page .xero-connect-card > div > p:last-child { margin-bottom: 0; }\n.insitu-xero-page .xero-connect-card ol { display: grid; gap: 10px; margin: 0; padding: 0; list-style: none; }\n.insitu-xero-page .xero-connect-card li { display: flex; align-items: center; gap: 14px; min-height: 78px; padding: 14px 16px; border: 1px solid var(--xero-line); border-radius: 13px; background: #fff; }\n.insitu-xero-page .xero-connect-card li > span { display: grid; width: 34px; height: 34px; place-items: center; flex: 0 0 auto; border-radius: 50%; background: var(--xero-cyan); color: #fff; font-size: 12px; font-weight: 800; }\n.insitu-xero-page .xero-connect-card li strong, .insitu-xero-page .xero-connect-card li small { display: block; }\n.insitu-xero-page .xero-connect-card li strong { font-size: 13px; }\n.insitu-xero-page .xero-connect-card li small { margin-top: 3px; color: #617a8e; font-size: 10px; }\n\n.insitu-xero-page .xero-faq { background: #fff; }\n.insitu-xero-page .xero-faq-grid { display: grid; grid-template-columns: 330px 1fr; gap: 80px; }\n.insitu-xero-page .xero-faq-list { border-top: 1px solid var(--xero-line); }\n.insitu-xero-page .xero-faq-list details { border-bottom: 1px solid var(--xero-line); }\n.insitu-xero-page .xero-faq-list summary { display: flex; min-height: 68px; align-items: center; justify-content: space-between; gap: 16px; color: var(--xero-navy); font-size: 14px; font-weight: 700; cursor: pointer; list-style: none; }\n.insitu-xero-page .xero-faq-list summary::-webkit-details-marker { display: none; }\n.insitu-xero-page .xero-faq-list summary svg { flex: 0 0 auto; color: var(--xero-blue); transition: transform .2s ease; }\n.insitu-xero-page .xero-faq-list details[open] summary svg { transform: rotate(180deg); }\n.insitu-xero-page .xero-faq-list details p { padding: 0 34px 20px 0; color: var(--xero-copy); font-size: 13px; line-height: 1.68; }\n\n.insitu-xero-page .xero-final-cta { padding: 64px 0; background: var(--xero-blue); color: #fff; }\n.insitu-xero-page .xero-final-cta > .xero-shell { display: flex; align-items: center; justify-content: space-between; gap: 50px; }\n.insitu-xero-page .xero-final-cta .xero-eyebrow { color: #bdeeff; }\n.insitu-xero-page .xero-final-cta h2 { max-width: 720px; margin-bottom: 12px; color: #fff; }\n.insitu-xero-page .xero-final-cta p:last-child { margin-bottom: 0; color: #e7f6ff; }\n.insitu-xero-page .xero-final-cta .xero-cta-row { flex: 0 0 auto; }\n.insitu-xero-page .xero-final-cta .xero-button:hover, .insitu-xero-page .xero-final-cta .xero-button:focus-visible { box-shadow: 0 8px 20px #0f55b1; }\n\n.insitu-xero-page .xero-footer { padding: 58px 0 22px; background: #07183c; color: #fff; }\n.insitu-xero-page .xero-footer-grid { display: grid; grid-template-columns: 1.5fr repeat(3, 1fr); gap: 55px; }\n.insitu-xero-page .xero-footer-brand img { width: 150px; filter: brightness(0) invert(1); }\n.insitu-xero-page .xero-footer-grid > div p { max-width: 330px; margin: 20px 0 0; color: #abc0d5; font-size: 12px; line-height: 1.65; }\n.insitu-xero-page .xero-footer nav { display: grid; align-content: start; gap: 10px; }\n.insitu-xero-page .xero-footer nav strong { margin-bottom: 8px; color: #70dcff; font-size: 9px; letter-spacing: .13em; }\n.insitu-xero-page .xero-footer nav a { color: #ccdae7; font-size: 11px; }\n.insitu-xero-page .xero-footer-legal { display: flex; justify-content: space-between; gap: 30px; margin-top: 42px; padding-top: 20px; border-top: 1px solid #294064; color: #829ab1; font-size: 9px; }\n\n@media (max-width: 1080px) {\n  .insitu-xero-page .xero-hero-grid { grid-template-columns: .82fr 1.18fr; gap: 35px; }\n  .insitu-xero-page .xero-hero-copy h1 { font-size: 52px; }\n  .insitu-xero-page .xero-use-case-grid { grid-template-columns: repeat(2, 1fr); }\n}\n\n@media (max-width: 900px) {\n  .insitu-xero-page .xero-section { padding: 72px 0; }\n  .insitu-xero-page .xero-hero { padding-top: 58px; }\n  .insitu-xero-page .xero-hero-grid, .insitu-xero-page .xero-intro-grid, .insitu-xero-page .xero-access-grid, .insitu-xero-page .xero-connect-card, .insitu-xero-page .xero-faq-grid { grid-template-columns: 1fr; }\n  .insitu-xero-page .xero-hero-grid { gap: 48px; }\n  .insitu-xero-page .xero-intro-grid, .insitu-xero-page .xero-access-grid, .insitu-xero-page .xero-faq-grid { gap: 38px; }\n  .insitu-xero-page .xero-trust-row { grid-template-columns: repeat(2, 1fr); }\n  .insitu-xero-page .xero-trust-row span:nth-child(3) { border-left: 1px solid var(--xero-line); }\n  .insitu-xero-page .xero-trust-row span:nth-child(n+3) { border-top: 1px solid var(--xero-line); }\n  .insitu-xero-page .xero-sync-layout { grid-template-columns: 1fr; }\n  .insitu-xero-page .xero-sync-tabs { grid-template-columns: repeat(5, 1fr); }\n  .insitu-xero-page .xero-sync-tabs button { grid-template-columns: 1fr; justify-items: center; min-height: 92px; text-align: center; }\n  .insitu-xero-page .xero-sync-tabs button:hover { transform: translateY(-2px); }\n  .insitu-xero-page .xero-sync-tabs button > svg:last-child { display: none; }\n  .insitu-xero-page .xero-day-flow { grid-template-columns: repeat(2, 1fr); gap: 12px; }\n  .insitu-xero-page .xero-day-flow li, .insitu-xero-page .xero-day-flow li:first-child, .insitu-xero-page .xero-day-flow li:last-child { border: 1px solid var(--xero-line); border-radius: 16px; }\n  .insitu-xero-page .xero-connect-card { gap: 36px; }\n  .insitu-xero-page .xero-final-cta > .xero-shell { align-items: flex-start; flex-direction: column; }\n  .insitu-xero-page .xero-footer-grid { grid-template-columns: 1.4fr repeat(2, 1fr); }\n  .insitu-xero-page .xero-footer-grid nav:last-child { grid-column: 2 \/ -1; }\n}\n\n@media (max-width: 620px) {\n  .insitu-xero-page .xero-shell { width: min(100% - 30px, 1180px); }\n  .insitu-xero-page .xero-section { padding: 58px 0; }\n  .insitu-xero-page .xero-hero { padding-top: 42px; }\n  .insitu-xero-page .xero-hero-copy h1 { font-size: 42px; }\n  .insitu-xero-page .xero-lede { font-size: 16px; }\n  .insitu-xero-page .xero-cta-row, .insitu-xero-page .xero-button { width: 100%; }\n  .insitu-xero-page .xero-section-heading h2, .insitu-xero-page .xero-intro h2, .insitu-xero-page .xero-access-copy h2, .insitu-xero-page .xero-connect-card h2, .insitu-xero-page .xero-faq h2, .insitu-xero-page .xero-final-cta h2 { font-size: 32px; }\n  .insitu-xero-page .xero-hero-flow { padding: 13px; border-radius: 19px; }\n  .insitu-xero-page .xero-flow-canvas { grid-template-columns: 1fr; }\n  .insitu-xero-page .xero-flow-arrow { transform: rotate(90deg); }\n  .insitu-xero-page .xero-flow-arrow span { display: none; }\n  .insitu-xero-page .xero-insitu-node, .insitu-xero-page .xero-core-node { min-height: 98px; }\n  .insitu-xero-page .xero-orbit-grid { grid-template-columns: 1fr 1fr; }\n  .insitu-xero-page .xero-orbit-card, .insitu-xero-page .xero-orbit-card:nth-child(4), .insitu-xero-page .xero-orbit-card:nth-child(5) { grid-column: auto; }\n  .insitu-xero-page .xero-orbit-card { min-height: 56px; }\n  .insitu-xero-page .xero-orbit-card:last-child { grid-column: 1 \/ -1; }\n  .insitu-xero-page .xero-trust-row { margin-top: 45px; }\n  .insitu-xero-page .xero-trust-row span { min-height: 67px; justify-content: flex-start; font-size: 10px; }\n  .insitu-xero-page .xero-sync-tabs { grid-template-columns: 1fr 1fr; }\n  .insitu-xero-page .xero-sync-tabs button { grid-template-columns: auto 1fr; justify-items: start; min-height: 68px; text-align: left; }\n  .insitu-xero-page .xero-sync-tabs button:last-child { grid-column: 1 \/ -1; }\n  .insitu-xero-page .xero-sync-detail { min-height: 0; padding: 24px 18px; }\n  .insitu-xero-page .xero-record-map { grid-template-columns: 1fr; }\n  .insitu-xero-page .xero-record-map > span { min-height: 56px; transform: rotate(90deg); }\n  .insitu-xero-page .xero-record-map > span b { transform: rotate(-90deg); }\n  .insitu-xero-page .xero-day-flow { grid-template-columns: 1fr; }\n  .insitu-xero-page .xero-day-flow li { min-height: 0; }\n  .insitu-xero-page .xero-day-flow li > svg { margin: 24px 0 20px; }\n  .insitu-xero-page .xero-access-visual { padding: 13px; }\n  .insitu-xero-page .xero-role-card { grid-template-columns: auto 1fr; }\n  .insitu-xero-page .xero-role-card > svg, .insitu-xero-page .xero-role-card > .xero-mark { grid-column: 2; justify-self: start; }\n  .insitu-xero-page .xero-use-case-grid { grid-template-columns: 1fr; }\n  .insitu-xero-page .xero-use-case-grid article { min-height: 280px; }\n  .insitu-xero-page .xero-connect-card { padding: 27px 18px; }\n  .insitu-xero-page .xero-footer-grid { grid-template-columns: 1fr 1fr; gap: 35px 24px; }\n  .insitu-xero-page .xero-footer-grid > div { grid-column: 1 \/ -1; }\n  .insitu-xero-page .xero-footer-grid nav:last-child { grid-column: auto; }\n  .insitu-xero-page .xero-footer-legal { flex-direction: column; }\n}\n\n@media (prefers-reduced-motion: reduce) {\n  .insitu-xero-page.xero-page *, .insitu-xero-page.xero-page *::before, .insitu-xero-page.xero-page *::after { scroll-behavior: auto !important; transition: none !important; }\n}\n\n<\/style>\n<div class=\"insitu-xero-page xero-page\">\n<main>\n<section class=\"xero-hero\"><div class=\"xero-shell xero-hero-grid\"><div class=\"xero-hero-copy\"><p class=\"xero-eyebrow\">XERO INTEGRATION FOR WHOLESALE DISTRIBUTION<\/p><h1>Xero integration for field sales and distribution<\/h1><p class=\"xero-lede\">Connect approved Xero customers, invoices, items, tax rates and payment workflows with the mobile tools your sales and delivery teams use every day.<\/p><div class=\"xero-cta-row\"><a class=\"xero-button primary\" href=\"https:\/\/calendly.com\/d\/dz5z-2tj-b48\" target=\"_blank\" rel=\"noopener\">BOOK DEMO<\/a><a class=\"xero-button secondary\" href=\"https:\/\/app.insitusales.com\/inSituSignUp\/register\" target=\"_blank\" rel=\"noopener\">START FREE TRIAL<\/a><\/div><p class=\"xero-hero-proof\"><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M19.916 4.626a.75.75 0 0 1 .208 1.04l-9 13.5a.75.75 0 0 1-1.154.114l-6-6a.75.75 0 0 1 1.06-1.06l5.353 5.353 8.493-12.74a.75.75 0 0 1 1.04-.207Z\" clip-rule=\"evenodd\"><\/path><\/svg> Xero stays your accounting system of record.<\/p><\/div><div class=\"xero-hero-flow\" aria-label=\"Illustrative inSitu Sales and Xero synchronization map\"><div class=\"xero-hero-flow-head\"><span><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M16.023 9.348h4.992v-.001M2.985 19.644v-4.992m0 0h4.992m-4.993 0 3.181 3.183a8.25 8.25 0 0 0 13.803-3.7M4.031 9.865a8.25 8.25 0 0 1 13.803-3.7l3.181 3.182m0-4.991v4.99\"><\/path><\/svg> FIELD-TO-ACCOUNTING FLOW<\/span><em><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M9 12.75 11.25 15 15 9.75M21 12a9 9 0 1 1-18 0 9 9 0 0 1 18 0Z\"><\/path><\/svg> CONFIGURED<\/em><\/div><div class=\"xero-flow-canvas\"><div class=\"xero-insitu-node\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.insitusales.com\/wp-content\/uploads\/2020\/02\/cropped-cropped-inSituSales_logo_horizontal_trasnparentBg-1920x462-1.png\" width=\"208\" height=\"50\" alt=\"inSitu Sales\" title=\"\"><small>Field sales layer<\/small><\/div><div class=\"xero-flow-arrow\"><span>approved records<\/span><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.97 3.97a.75.75 0 0 1 1.06 0l7.5 7.5a.75.75 0 0 1 0 1.06l-7.5 7.5a.75.75 0 1 1-1.06-1.06l6.22-6.22H3a.75.75 0 0 1 0-1.5h16.19l-6.22-6.22a.75.75 0 0 1 0-1.06Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/div><div class=\"xero-core-node\"><span class=\"xero-mark\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.insitusales.com\/wp-content\/uploads\/xero.png\" width=\"122\" height=\"40\" alt=\"Xero\" title=\"\"><\/span><small>Accounting system of record<\/small><\/div><\/div><div class=\"xero-orbit-grid\"><div class=\"xero-orbit-card\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M15 19.128a9.38 9.38 0 0 0 2.625.372 9.337 9.337 0 0 0 4.121-.952 4.125 4.125 0 0 0-7.533-2.493M15 19.128v-.003c0-1.113-.285-2.16-.786-3.07M15 19.128v.106A12.318 12.318 0 0 1 8.624 21c-2.331 0-4.512-.645-6.374-1.766l-.001-.109a6.375 6.375 0 0 1 11.964-3.07M12 6.375a3.375 3.375 0 1 1-6.75 0 3.375 3.375 0 0 1 6.75 0Zm8.25 2.25a2.625 2.625 0 1 1-5.25 0 2.625 2.625 0 0 1 5.25 0Z\"><\/path><\/svg><span><strong>Customers<\/strong><small>Two-way \u00b7 Contacts<\/small><\/span><\/div><div class=\"xero-orbit-card\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M19.5 14.25v-2.625a3.375 3.375 0 0 0-3.375-3.375h-1.5A1.125 1.125 0 0 1 13.5 7.125v-1.5a3.375 3.375 0 0 0-3.375-3.375H8.25m0 12.75h7.5m-7.5 3H12M10.5 2.25H5.625c-.621 0-1.125.504-1.125 1.125v17.25c0 .621.504 1.125 1.125 1.125h12.75c.621 0 1.125-.504 1.125-1.125V11.25a9 9 0 0 0-9-9Z\"><\/path><\/svg><span><strong>Invoices<\/strong><small>Two-way \u00b7 Invoices<\/small><\/span><\/div><div class=\"xero-orbit-card\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"m21 7.5-9-5.25L3 7.5m18 0-9 5.25m9-5.25v9l-9 5.25M3 7.5l9 5.25M3 7.5v9l9 5.25m0-9v9\"><\/path><\/svg><span><strong>Products &amp; items<\/strong><small>From Xero \u00b7 Items<\/small><\/span><\/div><div class=\"xero-orbit-card\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"m9 14.25 6-6m4.5-3.493V21.75l-3.75-1.5-3.75 1.5-3.75-1.5-3.75 1.5V4.757c0-1.108.806-2.057 1.907-2.185a48.507 48.507 0 0 1 11.186 0c1.1.128 1.907 1.077 1.907 2.185ZM9.75 9h.008v.008H9.75V9Zm.375 0a.375.375 0 1 1-.75 0 .375.375 0 0 1 .75 0Zm4.125 4.5h.008v.008h-.008V13.5Zm.375 0a.375.375 0 1 1-.75 0 .375.375 0 0 1 .75 0Z\"><\/path><\/svg><span><strong>Tax rates<\/strong><small>From Xero \u00b7 Tax rates<\/small><\/span><\/div><div class=\"xero-orbit-card\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M2.25 18.75a60.07 60.07 0 0 1 15.797 2.101c.727.198 1.453-.342 1.453-1.096V18.75M3.75 4.5v.75A.75.75 0 0 1 3 6h-.75m0 0v-.375c0-.621.504-1.125 1.125-1.125H20.25M2.25 6v9m18-10.5v.75c0 .414.336.75.75.75h.75m-1.5-1.5h.375c.621 0 1.125.504 1.125 1.125v9.75c0 .621-.504 1.125-1.125 1.125h-.375m1.5-1.5H21a.75.75 0 0 0-.75.75v.75m0 0H3.75m0 0h-.375a1.125 1.125 0 0 1-1.125-1.125V15m1.5 1.5v-.75A.75.75 0 0 0 3 15h-.75M15 10.5a3 3 0 1 1-6 0 3 3 0 0 1 6 0Zm3 0h.008v.008H18V10.5Zm-12 0h.008v.008H6V10.5Z\"><\/path><\/svg><span><strong>Payments<\/strong><small>Configured \u00b7 Payments<\/small><\/span><\/div><\/div><div class=\"xero-flow-note\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M16.5 10.5V6.75a4.5 4.5 0 1 0-9 0v3.75m-.75 11.25h10.5a2.25 2.25 0 0 0 2.25-2.25v-6.75a2.25 2.25 0 0 0-2.25-2.25H6.75a2.25 2.25 0 0 0-2.25 2.25v6.75a2.25 2.25 0 0 0 2.25 2.25Z\"><\/path><\/svg><span><strong>Controlled by your configuration<\/strong><small>Map ownership, direction and timing before launch.<\/small><\/span><\/div><\/div><\/div><div class=\"xero-shell xero-trust-row\"><span><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M15.75 5.25a3 3 0 0 1 3 3m3 0a6 6 0 0 1-7.029 5.912c-.563-.097-1.159.026-1.563.43L10.5 17.25H8.25v2.25H6v2.25H2.25v-2.818c0-.597.237-1.17.659-1.591l6.499-6.499c.404-.404.527-1 .43-1.563A6 6 0 1 1 21.75 8.25Z\"><\/path><\/svg><b>OAuth 2.0 authorization<\/b><\/span><span><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M16.5 10.5V6.75a4.5 4.5 0 1 0-9 0v3.75m-.75 11.25h10.5a2.25 2.25 0 0 0 2.25-2.25v-6.75a2.25 2.25 0 0 0-2.25-2.25H6.75a2.25 2.25 0 0 0-2.25 2.25v6.75a2.25 2.25 0 0 0 2.25 2.25Z\"><\/path><\/svg><b>Controlled field access<\/b><\/span><span><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"m3 3 8.735 8.735m0 0a.374.374 0 1 1 .53.53m-.53-.53.53.53m0 0L21 21M14.652 9.348a3.75 3.75 0 0 1 0 5.304m2.121-7.425a6.75 6.75 0 0 1 0 9.546m2.121-11.667c3.808 3.807 3.808 9.98 0 13.788m-9.546-4.242a3.733 3.733 0 0 1-1.06-2.122m-1.061 4.243a6.75 6.75 0 0 1-1.625-6.929m-.496 9.05c-3.068-3.067-3.664-7.67-1.79-11.334M12 12h.008v.008H12V12Z\"><\/path><\/svg><b>Offline-capable selling<\/b><\/span><span><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M16.023 9.348h4.992v-.001M2.985 19.644v-4.992m0 0h4.992m-4.993 0 3.181 3.183a8.25 8.25 0 0 0 13.803-3.7M4.031 9.865a8.25 8.25 0 0 1 13.803-3.7l3.181 3.182m0-4.991v4.99\"><\/path><\/svg><b>Configured sync rules<\/b><\/span><\/div><\/section><section class=\"xero-section xero-intro\"><div class=\"xero-shell xero-intro-grid\"><div><p class=\"xero-eyebrow\">FROM THE FIELD TO XERO<\/p><h2>Keep Xero as your accounting system of record.<\/h2><\/div><div><p>inSitu Sales gives field teams a focused operational layer around Xero. Reps work with assigned customers, items, invoices and route workflows in inSitu\u2014while finance retains the accounting environment and record ownership it needs.<\/p><p>Every implementation maps supported objects, required fields, sync direction and timing before launch, keeping each flow aligned with the way your business actually operates.<\/p><\/div><\/div><\/section><section class=\"xero-section xero-sync-section\"><div class=\"xero-shell\"><div class=\"xero-section-heading\"><p class=\"xero-eyebrow\">SUPPORTED DATA FLOW<\/p><h2>See what moves\u2014and which way.<\/h2><p>Select a record to review the supported direction. Field-level mappings and timing are confirmed during implementation.<\/p><\/div><div class=\"xero-sync-layout\"><div class=\"xero-sync-tabs\" role=\"tablist\" aria-label=\"Xero synchronization records\"><button type=\"button\" role=\"tab\" aria-selected=\"true\" class=\"active\" data-insitu=\"Customers\" data-direction=\"Two-way\" data-xero=\"Contacts\" data-detail=\"Keep eligible customer and contact records aligned under your configured ownership rules.\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M15 19.128a9.38 9.38 0 0 0 2.625.372 9.337 9.337 0 0 0 4.121-.952 4.125 4.125 0 0 0-7.533-2.493M15 19.128v-.003c0-1.113-.285-2.16-.786-3.07M15 19.128v.106A12.318 12.318 0 0 1 8.624 21c-2.331 0-4.512-.645-6.374-1.766l-.001-.109a6.375 6.375 0 0 1 11.964-3.07M12 6.375a3.375 3.375 0 1 1-6.75 0 3.375 3.375 0 0 1 6.75 0Zm8.25 2.25a2.625 2.625 0 1 1-5.25 0 2.625 2.625 0 0 1 5.25 0Z\"><\/path><\/svg><span><strong>Customers<\/strong><small>Two-way<\/small><\/span><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.97 3.97a.75.75 0 0 1 1.06 0l7.5 7.5a.75.75 0 0 1 0 1.06l-7.5 7.5a.75.75 0 1 1-1.06-1.06l6.22-6.22H3a.75.75 0 0 1 0-1.5h16.19l-6.22-6.22a.75.75 0 0 1 0-1.06Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/button><button type=\"button\" role=\"tab\" aria-selected=\"false\" class=\"\" data-insitu=\"Invoices\" data-direction=\"Two-way\" data-xero=\"Invoices\" data-detail=\"Move supported invoice records between field workflows and accounting without re-keying.\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M19.5 14.25v-2.625a3.375 3.375 0 0 0-3.375-3.375h-1.5A1.125 1.125 0 0 1 13.5 7.125v-1.5a3.375 3.375 0 0 0-3.375-3.375H8.25m0 12.75h7.5m-7.5 3H12M10.5 2.25H5.625c-.621 0-1.125.504-1.125 1.125v17.25c0 .621.504 1.125 1.125 1.125h12.75c.621 0 1.125-.504 1.125-1.125V11.25a9 9 0 0 0-9-9Z\"><\/path><\/svg><span><strong>Invoices<\/strong><small>Two-way<\/small><\/span><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.97 3.97a.75.75 0 0 1 1.06 0l7.5 7.5a.75.75 0 0 1 0 1.06l-7.5 7.5a.75.75 0 1 1-1.06-1.06l6.22-6.22H3a.75.75 0 0 1 0-1.5h16.19l-6.22-6.22a.75.75 0 0 1 0-1.06Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/button><button type=\"button\" role=\"tab\" aria-selected=\"false\" class=\"\" data-insitu=\"Products &amp; items\" data-direction=\"From Xero\" data-xero=\"Items\" data-detail=\"Give field teams the approved item catalog and product context maintained in Xero.\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"m21 7.5-9-5.25L3 7.5m18 0-9 5.25m9-5.25v9l-9 5.25M3 7.5l9 5.25M3 7.5v9l9 5.25m0-9v9\"><\/path><\/svg><span><strong>Products &amp; items<\/strong><small>From Xero<\/small><\/span><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.97 3.97a.75.75 0 0 1 1.06 0l7.5 7.5a.75.75 0 0 1 0 1.06l-7.5 7.5a.75.75 0 1 1-1.06-1.06l6.22-6.22H3a.75.75 0 0 1 0-1.5h16.19l-6.22-6.22a.75.75 0 0 1 0-1.06Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/button><button type=\"button\" role=\"tab\" aria-selected=\"false\" class=\"\" data-insitu=\"Tax rates\" data-direction=\"From Xero\" data-xero=\"Tax rates\" data-detail=\"Use eligible Xero tax-rate records in configured selling and invoicing workflows.\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"m9 14.25 6-6m4.5-3.493V21.75l-3.75-1.5-3.75 1.5-3.75-1.5-3.75 1.5V4.757c0-1.108.806-2.057 1.907-2.185a48.507 48.507 0 0 1 11.186 0c1.1.128 1.907 1.077 1.907 2.185ZM9.75 9h.008v.008H9.75V9Zm.375 0a.375.375 0 1 1-.75 0 .375.375 0 0 1 .75 0Zm4.125 4.5h.008v.008h-.008V13.5Zm.375 0a.375.375 0 1 1-.75 0 .375.375 0 0 1 .75 0Z\"><\/path><\/svg><span><strong>Tax rates<\/strong><small>From Xero<\/small><\/span><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.97 3.97a.75.75 0 0 1 1.06 0l7.5 7.5a.75.75 0 0 1 0 1.06l-7.5 7.5a.75.75 0 1 1-1.06-1.06l6.22-6.22H3a.75.75 0 0 1 0-1.5h16.19l-6.22-6.22a.75.75 0 0 1 0-1.06Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/button><button type=\"button\" role=\"tab\" aria-selected=\"false\" class=\"\" data-insitu=\"Payments\" data-direction=\"Configured\" data-xero=\"Payments\" data-detail=\"Record field payments under the approved workflow and confirm posting behavior during implementation.\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M2.25 18.75a60.07 60.07 0 0 1 15.797 2.101c.727.198 1.453-.342 1.453-1.096V18.75M3.75 4.5v.75A.75.75 0 0 1 3 6h-.75m0 0v-.375c0-.621.504-1.125 1.125-1.125H20.25M2.25 6v9m18-10.5v.75c0 .414.336.75.75.75h.75m-1.5-1.5h.375c.621 0 1.125.504 1.125 1.125v9.75c0 .621-.504 1.125-1.125 1.125h-.375m1.5-1.5H21a.75.75 0 0 0-.75.75v.75m0 0H3.75m0 0h-.375a1.125 1.125 0 0 1-1.125-1.125V15m1.5 1.5v-.75A.75.75 0 0 0 3 15h-.75M15 10.5a3 3 0 1 1-6 0 3 3 0 0 1 6 0Zm3 0h.008v.008H18V10.5Zm-12 0h.008v.008H6V10.5Z\"><\/path><\/svg><span><strong>Payments<\/strong><small>Configured<\/small><\/span><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.97 3.97a.75.75 0 0 1 1.06 0l7.5 7.5a.75.75 0 0 1 0 1.06l-7.5 7.5a.75.75 0 1 1-1.06-1.06l6.22-6.22H3a.75.75 0 0 1 0-1.5h16.19l-6.22-6.22a.75.75 0 0 1 0-1.06Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/button><\/div><article class=\"xero-sync-detail\"><header><span><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M15 19.128a9.38 9.38 0 0 0 2.625.372 9.337 9.337 0 0 0 4.121-.952 4.125 4.125 0 0 0-7.533-2.493M15 19.128v-.003c0-1.113-.285-2.16-.786-3.07M15 19.128v.106A12.318 12.318 0 0 1 8.624 21c-2.331 0-4.512-.645-6.374-1.766l-.001-.109a6.375 6.375 0 0 1 11.964-3.07M12 6.375a3.375 3.375 0 1 1-6.75 0 3.375 3.375 0 0 1 6.75 0Zm8.25 2.25a2.625 2.625 0 1 1-5.25 0 2.625 2.625 0 0 1 5.25 0Z\"><\/path><\/svg><\/span><div><p>SELECTED RECORD<\/p><h3>Customers<\/h3><\/div><\/header><div class=\"xero-record-map\"><div><small>inSitu Sales<\/small><strong>Customers<\/strong><\/div><span><b>Two-way<\/b><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M16.023 9.348h4.992v-.001M2.985 19.644v-4.992m0 0h4.992m-4.993 0 3.181 3.183a8.25 8.25 0 0 0 13.803-3.7M4.031 9.865a8.25 8.25 0 0 1 13.803-3.7l3.181 3.182m0-4.991v4.99\"><\/path><\/svg><\/span><div><small>Xero<\/small><strong>Contacts<\/strong><\/div><\/div><p>Keep eligible customer and contact records aligned under your configured ownership rules.<\/p><div class=\"xero-detail-guardrail\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M9 12.75 11.25 15 15 9.75M21 12a9 9 0 1 1-18 0 9 9 0 0 1 18 0Z\"><\/path><\/svg><span><strong>Implementation checkpoint<\/strong><small>Confirm fields, status rules, ownership and expected cadence.<\/small><\/span><\/div><\/article><\/div><\/div><\/section><section class=\"xero-section xero-day-section\"><div class=\"xero-shell\"><div class=\"xero-section-heading centered\"><p class=\"xero-eyebrow\">A CONNECTED SELLING DAY<\/p><h2>Complete the customer visit without opening the books.<\/h2><p>Field users stay inside inSitu Sales while approved records move toward Xero under the configured workflow.<\/p><\/div><ol class=\"xero-day-flow\"><li><span class=\"xero-step-number\">01<\/span><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M15 10.5a3 3 0 1 1-6 0 3 3 0 0 1 6 0Z\"><\/path><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M19.5 10.5c0 7.142-7.5 11.25-7.5 11.25S4.5 17.642 4.5 10.5a7.5 7.5 0 1 1 15 0Z\"><\/path><\/svg><h3>Visit the customer<\/h3><p>Open assigned accounts, history, approved pricing, products and inventory context in the field.<\/p><\/li><li><span class=\"xero-step-number\">02<\/span><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M2.25 3h1.386c.51 0 .955.343 1.087.835l.383 1.437M7.5 14.25a3 3 0 0 0-3 3h15.75m-12.75-3h11.218c1.121-2.3 2.1-4.684 2.924-7.138a60.114 60.114 0 0 0-16.536-1.84M7.5 14.25 5.106 5.272M6 20.25a.75.75 0 1 1-1.5 0 .75.75 0 0 1 1.5 0Zm12.75 0a.75.75 0 1 1-1.5 0 .75.75 0 0 1 1.5 0Z\"><\/path><\/svg><h3>Capture the sale<\/h3><p>Create an order or invoice, add notes, and continue working when a route temporarily loses connectivity.<\/p><\/li><li><span class=\"xero-step-number\">03<\/span><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M2.25 18.75a60.07 60.07 0 0 1 15.797 2.101c.727.198 1.453-.342 1.453-1.096V18.75M3.75 4.5v.75A.75.75 0 0 1 3 6h-.75m0 0v-.375c0-.621.504-1.125 1.125-1.125H20.25M2.25 6v9m18-10.5v.75c0 .414.336.75.75.75h.75m-1.5-1.5h.375c.621 0 1.125.504 1.125 1.125v9.75c0 .621-.504 1.125-1.125 1.125h-.375m1.5-1.5H21a.75.75 0 0 0-.75.75v.75m0 0H3.75m0 0h-.375a1.125 1.125 0 0 1-1.125-1.125V15m1.5 1.5v-.75A.75.75 0 0 0 3 15h-.75M15 10.5a3 3 0 1 1-6 0 3 3 0 0 1 6 0Zm3 0h.008v.008H18V10.5Zm-12 0h.008v.008H6V10.5Z\"><\/path><\/svg><h3>Record the outcome<\/h3><p>Capture an eligible payment or complete the configured customer workflow at the stop.<\/p><\/li><li><span class=\"xero-step-number\">04<\/span><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M12 16.5V9.75m0 0 3 3m-3-3-3 3M6.75 19.5a4.5 4.5 0 0 1-1.41-8.775 5.25 5.25 0 0 1 10.233-2.33 3 3 0 0 1 3.758 3.848A3.752 3.752 0 0 1 18 19.5H6.75Z\"><\/path><\/svg><h3>Sync approved records<\/h3><p>Send the right supported records to Xero according to your validated mapping and schedule.<\/p><\/li><\/ol><\/div><\/section><section class=\"xero-section xero-access-section\"><div class=\"xero-shell xero-access-grid\"><div class=\"xero-access-copy\"><p class=\"xero-eyebrow\">CONTROLLED ACCESS<\/p><h2>Give field teams the business context\u2014not the whole accounting system.<\/h2><p>Reps use inSitu Sales instead of navigating the company books. Assign the customers, products, prices, invoices and routes each person needs for their job.<\/p><ul><li><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M19.916 4.626a.75.75 0 0 1 .208 1.04l-9 13.5a.75.75 0 0 1-1.154.114l-6-6a.75.75 0 0 1 1.06-1.06l5.353 5.353 8.493-12.74a.75.75 0 0 1 1.04-.207Z\" clip-rule=\"evenodd\"><\/path><\/svg> Role- and assignment-based visibility<\/li><li><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M19.916 4.626a.75.75 0 0 1 .208 1.04l-9 13.5a.75.75 0 0 1-1.154.114l-6-6a.75.75 0 0 1 1.06-1.06l5.353 5.353 8.493-12.74a.75.75 0 0 1 1.04-.207Z\" clip-rule=\"evenodd\"><\/path><\/svg> Purpose-built field workflows<\/li><li><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M19.916 4.626a.75.75 0 0 1 .208 1.04l-9 13.5a.75.75 0 0 1-1.154.114l-6-6a.75.75 0 0 1 1.06-1.06l5.353 5.353 8.493-12.74a.75.75 0 0 1 1.04-.207Z\" clip-rule=\"evenodd\"><\/path><\/svg> Xero authorization remains with an administrator<\/li><li><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M19.916 4.626a.75.75 0 0 1 .208 1.04l-9 13.5a.75.75 0 0 1-1.154.114l-6-6a.75.75 0 0 1 1.06-1.06l5.353 5.353 8.493-12.74a.75.75 0 0 1 1.04-.207Z\" clip-rule=\"evenodd\"><\/path><\/svg> Finance continues working in Xero<\/li><\/ul><\/div><div class=\"xero-access-visual\" aria-label=\"Illustrative separation between field and accounting access\"><div class=\"xero-role-card field\"><span><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M15 19.128a9.38 9.38 0 0 0 2.625.372 9.337 9.337 0 0 0 4.121-.952 4.125 4.125 0 0 0-7.533-2.493M15 19.128v-.003c0-1.113-.285-2.16-.786-3.07M15 19.128v.106A12.318 12.318 0 0 1 8.624 21c-2.331 0-4.512-.645-6.374-1.766l-.001-.109a6.375 6.375 0 0 1 11.964-3.07M12 6.375a3.375 3.375 0 1 1-6.75 0 3.375 3.375 0 0 1 6.75 0Zm8.25 2.25a2.625 2.625 0 1 1-5.25 0 2.625 2.625 0 0 1 5.25 0Z\"><\/path><\/svg><\/span><div><small>FIELD REP<\/small><strong>inSitu Sales access<\/strong><em>Assigned customers \u00b7 products \u00b7 invoices \u00b7 routes<\/em><\/div><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M9 12.75 11.25 15 15 9.75M21 12a9 9 0 1 1-18 0 9 9 0 0 1 18 0Z\"><\/path><\/svg><\/div><div class=\"xero-access-lock\"><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M16.5 10.5V6.75a4.5 4.5 0 1 0-9 0v3.75m-.75 11.25h10.5a2.25 2.25 0 0 0 2.25-2.25v-6.75a2.25 2.25 0 0 0-2.25-2.25H6.75a2.25 2.25 0 0 0-2.25 2.25v6.75a2.25 2.25 0 0 0 2.25 2.25Z\"><\/path><\/svg><span>Controlled boundary<\/span><\/div><div class=\"xero-role-card finance\"><span><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M2.25 21h19.5m-18-18v18m10.5-18v18m6-13.5V21M6.75 6.75h.75m-.75 3h.75m-.75 3h.75m3-6h.75m-.75 3h.75m-.75 3h.75M6.75 21v-3.375c0-.621.504-1.125 1.125-1.125h2.25c.621 0 1.125.504 1.125 1.125V21M3 3h12m-.75 4.5H21m-3.75 3.75h.008v.008h-.008v-.008Zm0 3h.008v.008h-.008v-.008Zm0 3h.008v.008h-.008v-.008Z\"><\/path><\/svg><\/span><div><small>FINANCE TEAM<\/small><strong>Xero accounting access<\/strong><em>Accounts \u00b7 reconciliation \u00b7 reporting \u00b7 controls<\/em><\/div><span class=\"xero-mark\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.insitusales.com\/wp-content\/uploads\/xero.png\" width=\"122\" height=\"40\" alt=\"Xero\" title=\"\"><\/span><\/div><\/div><\/div><\/section><section class=\"xero-section xero-use-cases\"><div class=\"xero-shell\"><div class=\"xero-section-heading centered\"><p class=\"xero-eyebrow\">BUILT FOR DISTRIBUTION WORKFLOWS<\/p><h2>Extend Xero beyond the back office.<\/h2><p>Connect accounting context with the people who sell, deliver, manage stock and serve business customers.<\/p><\/div><div class=\"xero-use-case-grid\"><article><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M15 19.128a9.38 9.38 0 0 0 2.625.372 9.337 9.337 0 0 0 4.121-.952 4.125 4.125 0 0 0-7.533-2.493M15 19.128v-.003c0-1.113-.285-2.16-.786-3.07M15 19.128v.106A12.318 12.318 0 0 1 8.624 21c-2.331 0-4.512-.645-6.374-1.766l-.001-.109a6.375 6.375 0 0 1 11.964-3.07M12 6.375a3.375 3.375 0 1 1-6.75 0 3.375 3.375 0 0 1 6.75 0Zm8.25 2.25a2.625 2.625 0 1 1-5.25 0 2.625 2.625 0 0 1 5.25 0Z\"><\/path><\/svg><h3>Field sales &amp; pre-sales<\/h3><p>Equip reps with assigned customer context, product data and mobile order taking without exposing the full accounting system.<\/p><a href=\"https:\/\/www.insitusales.com\/en\/solutions\/field-sales-app\/\">Explore workflow <svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.97 3.97a.75.75 0 0 1 1.06 0l7.5 7.5a.75.75 0 0 1 0 1.06l-7.5 7.5a.75.75 0 1 1-1.06-1.06l6.22-6.22H3a.75.75 0 0 1 0-1.5h16.19l-6.22-6.22a.75.75 0 0 1 0-1.06Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/a><\/article><article><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M8.25 18.75a1.5 1.5 0 0 1-3 0m3 0a1.5 1.5 0 0 0-3 0m3 0h6m-9 0H3.375a1.125 1.125 0 0 1-1.125-1.125V14.25m17.25 4.5a1.5 1.5 0 0 1-3 0m3 0a1.5 1.5 0 0 0-3 0m3 0h1.125c.621 0 1.129-.504 1.09-1.124a17.902 17.902 0 0 0-3.213-9.193 2.056 2.056 0 0 0-1.58-.86H14.25M16.5 18.75h-2.25m0-11.177v-.958c0-.568-.422-1.048-.987-1.106a48.554 48.554 0 0 0-10.026 0 1.106 1.106 0 0 0-.987 1.106v7.635m12-6.677v6.677m0 4.5v-4.5m0 0h-12\"><\/path><\/svg><h3>DSD &amp; van sales<\/h3><p>Invoice, collect configured payments, handle route activity and keep truck-based selling connected to the back office.<\/p><a href=\"https:\/\/www.insitusales.com\/en\/solutions\/field-sales-app\/dsd\/\">Explore workflow <svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.97 3.97a.75.75 0 0 1 1.06 0l7.5 7.5a.75.75 0 0 1 0 1.06l-7.5 7.5a.75.75 0 1 1-1.06-1.06l6.22-6.22H3a.75.75 0 0 1 0-1.5h16.19l-6.22-6.22a.75.75 0 0 1 0-1.06Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/a><\/article><article><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M20.25 6.375c0 2.278-3.694 4.125-8.25 4.125S3.75 8.653 3.75 6.375m16.5 0c0-2.278-3.694-4.125-8.25-4.125S3.75 4.097 3.75 6.375m16.5 0v11.25c0 2.278-3.694 4.125-8.25 4.125s-8.25-1.847-8.25-4.125V6.375m16.5 0v3.75m-16.5-3.75v3.75m16.5 0v3.75C20.25 16.153 16.556 18 12 18s-8.25-1.847-8.25-4.125v-3.75m16.5 0c0 2.278-3.694 4.125-8.25 4.125s-8.25-1.847-8.25-4.125\"><\/path><\/svg><h3>Inventory visibility<\/h3><p>Bring eligible Xero item and inventory context into the workflows that sales and delivery teams use.<\/p><a href=\"https:\/\/www.insitusales.com\/en\/solutions\/insitu-inventory\/\">Explore workflow <svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.97 3.97a.75.75 0 0 1 1.06 0l7.5 7.5a.75.75 0 0 1 0 1.06l-7.5 7.5a.75.75 0 1 1-1.06-1.06l6.22-6.22H3a.75.75 0 0 1 0-1.5h16.19l-6.22-6.22a.75.75 0 0 1 0-1.06Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/a><\/article><article><svg stroke=\"currentColor\" fill=\"none\" stroke-width=\"1.5\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path stroke-linecap=\"round\" stroke-linejoin=\"round\" d=\"M2.25 21h19.5m-18-18v18m10.5-18v18m6-13.5V21M6.75 6.75h.75m-.75 3h.75m-.75 3h.75m3-6h.75m-.75 3h.75m-.75 3h.75M6.75 21v-3.375c0-.621.504-1.125 1.125-1.125h2.25c.621 0 1.125.504 1.125 1.125V21M3 3h12m-.75 4.5H21m-3.75 3.75h.008v.008h-.008v-.008Zm0 3h.008v.008h-.008v-.008Zm0 3h.008v.008h-.008v-.008Z\"><\/path><\/svg><h3>Private B2B ordering<\/h3><p>Let approved customers reorder through a private portal while the distributor controls the catalog and account experience.<\/p><a href=\"https:\/\/www.insitusales.com\/en\/solutions\/b2b-e-commerce\/\">Explore workflow <svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.97 3.97a.75.75 0 0 1 1.06 0l7.5 7.5a.75.75 0 0 1 0 1.06l-7.5 7.5a.75.75 0 1 1-1.06-1.06l6.22-6.22H3a.75.75 0 0 1 0-1.5h16.19l-6.22-6.22a.75.75 0 0 1 0-1.06Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/a><\/article><\/div><\/div><\/section><section class=\"xero-section xero-connect-section\"><div class=\"xero-shell xero-connect-card\"><div><p class=\"xero-eyebrow\">SECURE CONNECTION<\/p><h2>Authorize Xero. Validate the mapping. Start with confidence.<\/h2><p>An authorized administrator connects the Xero organization through OAuth 2.0. The implementation team then confirms supported records, directions, required fields and operating rules before rollout.<\/p><\/div><ol><li><span>1<\/span><div><strong>Authorize<\/strong><small>Connect the approved Xero organization.<\/small><\/div><\/li><li><span>2<\/span><div><strong>Map<\/strong><small>Confirm records, fields and ownership.<\/small><\/div><\/li><li><span>3<\/span><div><strong>Validate<\/strong><small>Test the intended workflow end to end.<\/small><\/div><\/li><\/ol><\/div><\/section><section class=\"xero-section xero-faq\" id=\"faq\"><div class=\"xero-shell xero-faq-grid\"><div><p class=\"xero-eyebrow\">FAQ<\/p><h2>Xero integration questions<\/h2><p>Clear answers for distributors evaluating mobile sales and accounting connectivity.<\/p><\/div><div class=\"xero-faq-list\"><details><summary><span>What does the inSitu Sales Xero integration do?<\/span><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.53 16.28a.75.75 0 0 1-1.06 0l-7.5-7.5a.75.75 0 0 1 1.06-1.06L12 14.69l6.97-6.97a.75.75 0 1 1 1.06 1.06l-7.5 7.5Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/summary><p>It connects approved Xero accounting data with inSitu Sales mobile field sales, pre-sales, DSD, invoicing, payment and private B2B ordering workflows for wholesale distributors.<\/p><\/details><details><summary><span>Which records can synchronize with Xero?<\/span><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.53 16.28a.75.75 0 0 1-1.06 0l-7.5-7.5a.75.75 0 0 1 1.06-1.06L12 14.69l6.97-6.97a.75.75 0 1 1 1.06 1.06l-7.5 7.5Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/summary><p>The current supported map includes two-way customer\/contact and invoice workflows, plus eligible products\/items and tax rates from Xero. Payment behavior is configured and validated for the intended workflow. Exact fields, status rules, timing and record ownership are confirmed during implementation.<\/p><\/details><details><summary><span>Is the Xero integration real time?<\/span><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.53 16.28a.75.75 0 0 1-1.06 0l-7.5-7.5a.75.75 0 0 1 1.06-1.06L12 14.69l6.97-6.97a.75.75 0 1 1 1.06 1.06l-7.5 7.5Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/summary><p>Synchronization timing depends on the record, configuration, connectivity and implementation. We avoid promising universal real-time behavior and confirm the expected cadence for each supported data flow.<\/p><\/details><details><summary><span>Do field reps work inside Xero?<\/span><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.53 16.28a.75.75 0 0 1-1.06 0l-7.5-7.5a.75.75 0 0 1 1.06-1.06L12 14.69l6.97-6.97a.75.75 0 1 1 1.06 1.06l-7.5 7.5Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/summary><p>No. Field reps work in inSitu Sales and see only the customers, products, prices, invoices and workflows assigned to them. Xero remains the accounting system of record for the finance team.<\/p><\/details><details><summary><span>Can sales reps work offline?<\/span><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.53 16.28a.75.75 0 0 1-1.06 0l-7.5-7.5a.75.75 0 0 1 1.06-1.06L12 14.69l6.97-6.97a.75.75 0 1 1 1.06 1.06l-7.5 7.5Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/summary><p>Yes. Eligible field activity can be captured while the device is offline and synchronized after connectivity returns. The exact records available offline depend on the mobile workflow and assigned data.<\/p><\/details><details><summary><span>How is the Xero connection authorized?<\/span><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.53 16.28a.75.75 0 0 1-1.06 0l-7.5-7.5a.75.75 0 0 1 1.06-1.06L12 14.69l6.97-6.97a.75.75 0 1 1 1.06 1.06l-7.5 7.5Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/summary><p>An authorized administrator connects the Xero organization using Xero&#x27;s OAuth 2.0 authorization flow. The implementation should request only the access required for the approved integration.<\/p><\/details><details><summary><span>Can inSitu Sales replace Xero?<\/span><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.53 16.28a.75.75 0 0 1-1.06 0l-7.5-7.5a.75.75 0 0 1 1.06-1.06L12 14.69l6.97-6.97a.75.75 0 1 1 1.06 1.06l-7.5 7.5Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/summary><p>No. Xero remains the accounting system. inSitu Sales adds the purpose-built field sales, route, mobile ordering, delivery, inventory and customer-ordering workflows that distribution teams run around those records.<\/p><\/details><details><summary><span>How do we confirm compatibility?<\/span><svg stroke=\"currentColor\" fill=\"currentColor\" stroke-width=\"0\" viewBox=\"0 0 24 24\" aria-hidden=\"true\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" d=\"M12.53 16.28a.75.75 0 0 1-1.06 0l-7.5-7.5a.75.75 0 0 1 1.06-1.06L12 14.69l6.97-6.97a.75.75 0 1 1 1.06 1.06l-7.5 7.5Z\" clip-rule=\"evenodd\"><\/path><\/svg><\/summary><p>Book a tailored demo and bring your Xero edition, selling workflow, inventory setup and required records. We will map the intended flow and confirm supported directions, ownership and configuration requirements.<\/p><\/details><\/div><\/div><\/section><section class=\"xero-final-cta\"><div class=\"xero-shell\"><div><p class=\"xero-eyebrow\">READY TO CONNECT?<\/p><h2>Bring field sales and Xero into one controlled workflow.<\/h2><p>Map the records your team needs and see how the integration fits your distribution operation.<\/p><\/div><div class=\"xero-cta-row\"><a class=\"xero-button light\" href=\"https:\/\/calendly.com\/d\/dz5z-2tj-b48\" target=\"_blank\" rel=\"noopener\">BOOK DEMO<\/a><a class=\"xero-button outline-light\" href=\"https:\/\/app.insitusales.com\/inSituSignUp\/register\" target=\"_blank\" rel=\"noopener\">START FREE TRIAL<\/a><\/div><\/div><\/section>\n<\/main>\n<\/div>\n<script id=\"insitu-xero-interactions\">\n(() => {\n  const root = document.querySelector(\".insitu-xero-page.xero-page\");\n  if (!root) return;\n  const tabs = Array.from(root.querySelectorAll(\".xero-sync-tabs button\"));\n  const panel = root.querySelector(\".xero-sync-detail\");\n  if (!tabs.length || !panel) return;\n\n  const heading = panel.querySelector(\"h3\");\n  const iconHost = panel.querySelector(\"header > span\");\n  const insituRecord = panel.querySelector(\".xero-record-map > div:first-child strong\");\n  const direction = panel.querySelector(\".xero-record-map > span b\");\n  const xeroRecord = panel.querySelector(\".xero-record-map > div:last-child strong\");\n  const copy = panel.querySelector(\".xero-sync-detail > p\");\n\n  const activate = (tab) => {\n    tabs.forEach((candidate) => {\n      const selected = candidate === tab;\n      candidate.classList.toggle(\"active\", selected);\n      candidate.setAttribute(\"aria-selected\", String(selected));\n    });\n    if (heading) heading.textContent = tab.dataset.insitu || \"\";\n    if (insituRecord) insituRecord.textContent = tab.dataset.insitu || \"\";\n    if (direction) direction.textContent = tab.dataset.direction || \"\";\n    if (xeroRecord) xeroRecord.textContent = tab.dataset.xero || \"\";\n    if (copy) copy.textContent = tab.dataset.detail || \"\";\n    const icon = tab.querySelector(\"svg\");\n    if (iconHost && icon) iconHost.replaceChildren(icon.cloneNode(true));\n  };\n\n  tabs.forEach((tab) => {\n    tab.addEventListener(\"click\", () => activate(tab));\n  });\n})();\n<\/script>\n<script type=\"application\/ld+json\" id=\"xero-integration-schema\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"SoftwareApplication\",\"@id\":\"https:\/\/www.insitusales.com\/en\/integrations\/xero-integration\/#software\",\"name\":\"inSitu Sales Xero integration\",\"url\":\"https:\/\/www.insitusales.com\/en\/integrations\/xero-integration\/\",\"applicationCategory\":\"BusinessApplication\",\"applicationSubCategory\":\"Xero field sales and wholesale distribution integration\",\"operatingSystem\":\"Web, iOS and Android\",\"description\":\"Xero integration software for mobile field sales, order taking, DSD, invoicing, payments, inventory visibility and private B2B ordering for wholesale distributors.\",\"softwareRequirements\":\"A supported Xero organization and an approved inSitu Sales configuration\",\"brand\":{\"@type\":\"Brand\",\"name\":\"inSitu Sales\"},\"publisher\":{\"@type\":\"Organization\",\"name\":\"inSitu Sales\",\"url\":\"https:\/\/www.insitusales.com\/en\/\"},\"audience\":{\"@type\":\"BusinessAudience\",\"audienceType\":\"Wholesale distributors, field sales teams, DSD operators and distribution finance teams\"},\"featureList\":[\"Mobile field sales and order taking\",\"Direct store delivery and van sales\",\"Two-way customer and contact synchronization\",\"Two-way invoice synchronization\",\"Xero product, item and tax-rate data\",\"Configured payment workflows\",\"Controlled field-user access\",\"Online and offline mobile workflows\",\"Private B2B ecommerce customer portal\"],\"potentialAction\":[{\"@type\":\"TryAction\",\"name\":\"Start a free trial\",\"target\":\"https:\/\/app.insitusales.com\/inSituSignUp\/register\"},{\"@type\":\"ScheduleAction\",\"name\":\"Book a tailored demo\",\"target\":\"https:\/\/calendly.com\/d\/dz5z-2tj-b48\"}]},{\"@type\":\"FAQPage\",\"@id\":\"https:\/\/www.insitusales.com\/en\/integrations\/xero-integration\/#faq\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What does the inSitu Sales Xero integration do?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It connects approved Xero accounting data with inSitu Sales mobile field sales, pre-sales, DSD, invoicing, payment and private B2B ordering workflows for wholesale distributors.\"}},{\"@type\":\"Question\",\"name\":\"Which records can synchronize with Xero?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current supported map includes two-way customer\/contact and invoice workflows, plus eligible products\/items and tax rates from Xero. 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FIELD-TO-ACCOUNTING FLOW CONFIGUREDField sales layerapproved recordsAccounting system of recordCustomersTwo-way \u00b7 ContactsInvoicesTwo-way \u00b7&nbsp;&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":7904,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"pro\/page-templates\/page-with-small-header.php","meta":{"footnotes":""},"class_list":["post-8005","page","type-page","status-publish","hentry"],"featured_image_src":null,"_links":{"self":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/8005","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/comments?post=8005"}],"version-history":[{"count":10,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/8005\/revisions"}],"predecessor-version":[{"id":16171,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/8005\/revisions\/16171"}],"up":[{"embeddable":true,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/7904"}],"wp:attachment":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/media?parent=8005"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}