Tabs Integration

Integrating Tabs with Sphere enables seamless transaction data import and live tax calculation within Tabs.

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.

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

1. 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

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

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

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

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

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

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

1. Click Edit next to Sales tax integration item

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