> ## Documentation Index
> Fetch the complete documentation index at: https://developer.zamp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Installation Guide

> Learn to install and configure the Zamp integration within Xero.

# Overview

<Warning>
  If you are interested in the Zamp integration to Xero, make note of whether you have the **Auto Sales Tax** enabled.

  If **Auto Sales Tax** is enabled, discuss with your Zamp representative before installing the application. The best experience for the integration is having **Auto Sales Tax** <u>disabled</u>, which may require Xero intervention.
</Warning>

# Prerequisites

| **Item**                                        | Where to Obtain                                                                                                |
| :---------------------------------------------- | :------------------------------------------------------------------------------------------------------------- |
| Standard, Adviser, or Administrator User Access | Check with your company administrator to confirm the user installing the integration has applicable permission |
| A US-Sales Tax enabled Xero Account             | Confirm that **Sales Tax** is configured under **Tax Settings**                                                |
| Your Zamp API Key for Sandbox or Production     | The **Integrations** page within your Zamp account, or your Zamp representative                                |

# Installation Process

<Steps>
  <Step title="Installing the Zamp Application">
    1. In the Xero app store, search for **Zamp Tax**.
    2. Click **Get this app.**
    3. Accept permissions and **Allow access**.
  </Step>

  <Step title="Configuring the Connector">
    1. Open the connector by clicking the grid button on the top right within Xero.
    2. Click **Zamp Tax** under your connected apps.
    3. Enter your API key under the **Zamp API Token** box and click **Update API Token**.
  </Step>

  <Step title="Enabling Settings">
    To fully enable the Xero integration, configure the following settings:

    1. **Allow Zamp to handle tax calculations**
       1. Enable this option to have Zamp handle sales tax calculations for your invoices and credit notes.
    2. **Sync transactions with Zamp**
       1. Enable this option to send your invoices, recurring invoices, and credit notes automatically to Zamp for sales tax filing purposes.
    3. **Retain Zamp logs for 30 days**
       1. Enable this option to keep your logs (under the **Logs** navigation item) saved for 30 days. This can be helpful for our support team should you have questions.
    4. **Enable transaction sync recalculation**
       1. This determines if you would like Zamp to recalculate taxes on your historical transactions. This is an <u>optional</u> setting.
  </Step>
</Steps>

# Next Steps

<Card title="Tax Codes and Exemptions" type="tip">
  Once the above steps are completed, Zamp is enabled to calculate and post transactions! To ensure all taxability scenarios are handled, see the [Mapping Customers and Products](https://support.zamp.com/en/articles/15402420-setting-up-customers-and-products) guide to review mapping product tax codes and customer exemptions
</Card>