> For the complete documentation index, see [llms.txt](https://docs.getsphere.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.getsphere.com/features/integrations/prebuilt-connectors/tabs-integration.md).

# Tabs Integration

Integrating Tabs with Sphere enables seamless transaction data import and live tax calculation within Tabs.&#x20;

This guide provides step-by-step instructions on generating an API key in Tabs, linking it to Sphere for a secure integration.

It also covers configuring the Sphere Tax API within Tabs to ensure accurate tax calculations.\
\
**Testing:** To test the integration, we recommend connecting your Tabs sandbox tenant to a test Sphere organization to confirm. If you do not have Tabs sandbox tenant, please contact your Zuora account team to provision one.

### Part 1: Configure Data Synchronization from Tabs to Sphere

1. In your Sphere account, click on the Connect button on the Zuora tile.&#x20;

<figure><img src="https://970780403-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwrKUWiKw8qxo6t83mBG%2Fuploads%2FR8v0vUprpWrY9NNMpM9B%2FScreenshot%202026-07-02%20at%2011.39.59%E2%80%AFAM%20(1).png?alt=media&amp;token=703a52ff-85b6-4b43-8869-a68a5138702f" alt=""><figcaption></figcaption></figure>

2. In another window, open your Tabs account and navigate to **Developers** tab on the side navigation bar.

<figure><img src="https://970780403-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwrKUWiKw8qxo6t83mBG%2Fuploads%2FxcnT7ojGJSO3YQx9MjpC%2FScreenshot%202026-07-10%20at%201.00.20%E2%80%AFPM.png?alt=media&amp;token=78afe24b-44da-4af7-85fd-dc9e893b07d9" alt=""><figcaption></figcaption></figure>

3. Click the **+ Add API Key** button on the top right of the screen. On the popup, fill out the fields:
   1. **API Key Name** -> Description name of the API Key such as **Sphere Integration**
   2. **Access Level** -> Reporter (read-only)
   3. Click **Create API Key**

<figure><img src="https://970780403-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwrKUWiKw8qxo6t83mBG%2Fuploads%2FkF8RlkNqUvi1PF4fS5gw%2FScreenshot%202026-07-10%20at%2012.32.22%E2%80%AFPM.png?alt=media&amp;token=3e959d16-dbc7-4447-9d0b-2458cde4e20a" alt=""><figcaption></figcaption></figure>

4. Click the **Copy** button to save the API Key to your clickboard and click **I've saved my key!**

<figure><img src="https://970780403-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwrKUWiKw8qxo6t83mBG%2Fuploads%2Fetlu7yuDwb7ltAoIN8LV%2FScreenshot%202026-07-10%20at%2012.35.18%E2%80%AFPM.png?alt=media&amp;token=22346222-e516-4977-b87c-3679b81f1fe9" alt=""><figcaption></figcaption></figure>

5. Navigate back to your Sphere dashboard, and past the API Key into the Sphere integration and click **Next**

<figure><img src="https://970780403-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwrKUWiKw8qxo6t83mBG%2Fuploads%2Fc6xLSsX40f3C95rSrVXj%2FScreenshot%202026-07-02%20at%2011.40.17%E2%80%AFAM%20(1).png?alt=media&amp;token=e0ef5fe9-187a-41d4-a008-79b94b705955" alt=""><figcaption></figcaption></figure>

6. In order for us to track liability of your historical transactions, click the **Connect to Quickbooks** button

<figure><img src="https://970780403-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwrKUWiKw8qxo6t83mBG%2Fuploads%2FNDPshTQqeW6bvxmL2G7I%2FScreenshot%202026-07-02%20at%2011.40.55%E2%80%AFAM%20(1).png?alt=media&amp;token=2d55ed02-969f-4126-833a-d383b4dbbbfc" alt=""><figcaption></figcaption></figure>

7. Click **Generate API Key** and copy the Sphere API Key for Part 2 below

<figure><img src="https://970780403-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwrKUWiKw8qxo6t83mBG%2Fuploads%2Fh15JNtbrGMjFKGj1DWC6%2FScreenshot%202026-07-02%20at%2011.41.08%E2%80%AFAM%20(1).png?alt=media&amp;token=b374288d-ded5-4665-b305-d831ca9803df" alt=""><figcaption></figcaption></figure>

### Part 2: Configure Sphere Tax API Key for Tax Calculation

In order to configure tax calculation in Tabs, you will need to setup a sales tax item in your ERP for Tabs to use. Please refer to Tabs' documentation to configure this: <https://help.tabs.com/articles/4812993466-how-do-i-set-up-a-sales-tax-item-in-my-erp>

1. Navigate back to your Tabs account, and select Integrations tab on the side navigation bar. Scroll down to the **Tax** section and click **Connect** on the Sphere integration

<figure><img src="https://970780403-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwrKUWiKw8qxo6t83mBG%2Fuploads%2Fe4YtdoebKxaMUAOdDqZw%2FScreenshot%202026-07-10%20at%2012.59.05%E2%80%AFPM.png?alt=media&amp;token=5fbaf56e-59b8-40e5-b6ab-aeb8028b5b6c" alt=""><figcaption></figcaption></figure>

2. Copy the Sphere API Key saved in Part 1 and click **Connect**

<figure><img src="https://970780403-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwrKUWiKw8qxo6t83mBG%2Fuploads%2F4WimnG0PfiWAaUHmFn2E%2FScreenshot%202026-07-10%20at%2012.56.05%E2%80%AFPM.png?alt=media&amp;token=87ec1daf-d403-44c6-8267-b51996ac90dc" alt=""><figcaption></figcaption></figure>

3. Click **Edit** next to **Sales tax integration item**

<figure><img src="https://970780403-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwrKUWiKw8qxo6t83mBG%2Fuploads%2FIAUnx3QmbVVj2S6bhqFp%2FScreenshot%202026-07-10%20at%2012.57.13%E2%80%AFPM.png?alt=media&amp;token=e482e9b4-fb5d-44d6-af58-d423bebc2d58" alt=""><figcaption></figcaption></figure>

4. Select the sales tax integration item from the drop down and click **Save**

<figure><img src="https://970780403-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwrKUWiKw8qxo6t83mBG%2Fuploads%2FqckOrpQyLFUujzgxx8ac%2FScreenshot%202026-07-10%20at%2012.57.58%E2%80%AFPM.png?alt=media&amp;token=183bfac3-9741-410f-b9f4-84088b8e54c5" alt=""><figcaption></figcaption></figure>
