The Course Creator's Kit + Xero Integration

Integrate The Course Creator's Kit to Xero in one click, or tell Integrately AI how you want each order handled. Record sales invoices, sync contacts, create purchase orders, and track your business finances automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • The Course Creator's Kit
    Order is created in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Order is updated in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Booking is created in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Product is created in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Product is updated in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Contact is created or updated in The Course Creator's Kit Instant
  • The Course Creator's Kit
    Form response is created in The Course Creator's Kit Instant
  • Xero
    Contact is created/updated in Xero
  • Xero
    Contact (supplier) in Xero
  • Xero
    Sales Invoice is created/updated in Xero
  • Xero
    Expense claim receipt is created/updated in Xero
  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero
  • Xero
    Account is created/updated in Xero
  • Xero
    Item is created/updated in Xero
  • Xero
    Purchase Order is created/updated in Xero
  • Xero
    Bill is created/updated in Xero
  • Xero
    Bank Transfer is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
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2.
  • The Course Creator's Kit
    Update contact in The Course Creator's Kit
  • The Course Creator's Kit
    Create product in The Course Creator's Kit
  • The Course Creator's Kit
    Search contact in The Course Creator's Kit
  • The Course Creator's Kit
    Delete contact in The Course Creator's Kit
  • The Course Creator's Kit
    Create contact in The Course Creator's Kit
  • The Course Creator's Kit
    Update product in The Course Creator's Kit
  • The Course Creator's Kit
    Search product in The Course Creator's Kit
  • The Course Creator's Kit
    Create member in The Course Creator's Kit
  • The Course Creator's Kit
    Delete member in The Course Creator's Kit
  • The Course Creator's Kit
    Create member group in The Course Creator's Kit
  • The Course Creator's Kit
    Update member group in The Course Creator's Kit
  • The Course Creator's Kit
    Delete member group in The Course Creator's Kit
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create project in Xero
  • Xero
    Create task in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Search item by name in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Create item code in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Create sales invoice in Xero
  • Xero
    Create sales invoice for existing contact in Xero
  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero
  • Xero
    Create contact in Xero
  • Xero
    Search contact by email address in Xero
  • Xero
    Search contact by name in Xero
  • Xero
    Update contact in Xero
  • Xero
    Search contact by account number in Xero
  • Xero
    Create payment in Xero
  • Xero
    Create quote in Xero
  • Xero
    Create bill in Xero
  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero
  • Xero
    Send sales invoice by email in Xero
  • Xero
    Search item in Xero
  • Xero
    Create bank transfer in Xero
  • Xero
    Create credit note in Xero
  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero

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Ready Workflows Ready Workflows for The Course Creator's Kit + Xero Integration

Create sales invoices, update contacts, track financial transactions, and manage course sales, all in just one click.

Most popular automationsmost-popular-automations
The Course Creator's Kit + Xero Integration

Create Xero sales invoice for new The Course Creator's Kit order

As soon as you receive a new The Course Creator's Kit order, you need to generate a corresponding sales invoice so that you can get paid. With this The Course Creator's Kit - Xero integration, a new sales invoice will be created in your Xero software automatically. This way, you can get paid faster and avoid having to manually create sales invoices for each new The Course Creator's Kit order.

Plus, it saves you time by eliminating the need to manually create sales invoices. Set up the integration such that the sales invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!
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The Course Creator's Kit + Xero Integration

Create Xero sales invoice for new The Course Creator's Kit event

If you're a professional who works on one-to-one basis and uses The Course Creator's Kit to manage your events, you may want to create an sales invoice in Xero when an event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating sales invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created, it will trigger a corresponding sales invoice in Xero.

This can save you time when creating sales invoice and tracking payments for your events.
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Xero + The Course Creator's Kit Integration

Create The Course Creator's Kit contact for new Xero contact

If you're using Xero to manage your sales leads, it's important to also use The Course Creator's Kit to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Xero, a corresponding contact will automatically be created in The Course Creator's Kit.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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The Course Creator's Kit + Xero Integration

Create Xero task for new The Course Creator's Kit form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Xero tasks for new The Course Creator's Kit form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Xero task for new The Course Creator's Kit form submission received today - your customers will thank you for it!
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The Course Creator's Kit + Xero Integration

Create Xero task for new The Course Creator's Kit contact

Xero and The Course Creator's Kit are two powerful cloud-based tools that can be used to improve business productivity. Using this Xero - The Course Creator's Kit integration, you can automatically create task in Xero whenever a new contact is created in The Course Creator's Kit.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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The Course Creator's Kit + Xero Integration

Create Xero task for new The Course Creator's Kit event

Creating task in Xero is a great way to keep track of task that need to be completed when an event is created in your The Course Creator's Kit account.

With the help of this integration, when an event is created, a task will be automatically created in Xero and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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  • 1of1
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Connect more apps to your The Course Creator's Kit + Xero flow

Send course sales data to payment platforms, notify your team, and archive receipts in cloud storage. Pick a combination and activate it in one click.

The Course Creator's Kit
Xero
+
StripeStripe (3)
+
MailchimpMailchimp (2)
+
SlackSlack (2)
+
ZoomZoom (1)
+
Google DriveGoogle Drive (1)
+
CalendlyCalendly (1)
T
S
X
Create a Stripe customer for every new order in The Course Creator's Kit, and generate a sales invoice in Xero
New course orders create a customer in Stripe and a sales invoice in Xero instantly without manual re-typing.
T
S
X
When a payment is created in Stripe for a The Course Creator's Kit order, update the sales invoice in Xero
Keep Xero invoices updated with payment confirmations from Stripe whenever a course order goes through.
T
S
X
Use ChatGPT to review Stripe payment data for a The Course Creator's Kit order, then create a sales invoice in Xero
Use ChatGPT to verify course transaction details before generating the final invoice in Xero.

Supported triggers and actions for The Course Creator's Kit and Xero

Mix and match to build the exact automation you need

The Course Creator's Kit
The Course Creator's Kit Triggers & Actions
Instant
Order is created in The Course Creator's Kit
Triggers the automation when a new order is created
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Instant
Order is updated in The Course Creator's Kit
Triggers the automation when any order is updated
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Instant
Booking is created in The Course Creator's Kit
Triggers the automation when a new booking is created
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Instant
Product is created in The Course Creator's Kit
Triggers the automation when a new product is created
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Instant
Product is updated in The Course Creator's Kit
Triggers the automation when a product is updated
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Instant
Contact is created or updated in The Course Creator's Kit
Triggers the automation when a contact is created or updated
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Instant
Form response is created in The Course Creator's Kit
Triggers the automation when a form is filled
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Update contact in The Course Creator's Kit
Updates contact information with new details
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Create product in The Course Creator's Kit
Generates and launch new products
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Search contact in The Course Creator's Kit
Finds and retrieves contact information
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Delete contact in The Course Creator's Kit
Removes a contact from the address book
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Create contact in The Course Creator's Kit
Adds a new contact to the database
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Update product in The Course Creator's Kit
Updates product information
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Search product in The Course Creator's Kit
Searches for a product
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Create member in The Course Creator's Kit
Adds a new member to the system
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Delete member in The Course Creator's Kit
Removes a member from the system
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Create member group in The Course Creator's Kit
Creates a new group of members
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Update member group in The Course Creator's Kit
Updates the particular member group
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Delete member group in The Course Creator's Kit
Deletes a member group
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Xero
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
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Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
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Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
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Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
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Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
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Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
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Account is created/updated in Xero
Triggers the automation when an account is created or updated
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Item is created/updated in Xero
Triggers the automation when an item is created or updated
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Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
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Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
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Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
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Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
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User is created/updated in Xero
Triggers the automation when a user is created or updated
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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Create project in Xero
Creates a new project
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Create task in Xero
Creates a new task
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Search item by name in Xero
Locates and retrieves particular item information
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Get online invoice URL in Xero
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Create item code in Xero
Generates new unique item code
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Update invoice items in Xero
Updates the items in an invoice
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Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
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Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
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Search sales invoice in Xero
Searches for a sales invoice
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Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
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Create contact in Xero
Adds a new contact to the database
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Search contact by email address in Xero
Finds and retrieves contact information using their email address
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Search contact by name in Xero
Finds information about a contact using the name
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Update contact in Xero
Updates contact information with new details
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Search contact by account number in Xero
Retrieves contact information based on the provided account number
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Create payment in Xero
Generates and process a payment transaction
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Create quote in Xero
Generates a new quote with pre-filled information
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Create bill in Xero
Generates a new bill for the customer
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Create purchase order in Xero
Generates a purchase order for approved requests
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Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
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Send sales invoice by email in Xero
Sends a sales invoice by email
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Search item in Xero
Locates and retrieves particular item information
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Create bank transfer in Xero
Initiates a bank transfer
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Create credit note in Xero
Generates a credit note for returned items
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Create bank transaction in Xero
Generates a bank transaction
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Search account in Xero
Searches for account information
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What can you automate with The Course Creator's Kit + Xero?

Streamline your online course business by automating invoicing, contact syncing, order management, and financial tracking between The Course Creator's Kit and Xero.

What you can automate?
๐Ÿงพ
Create Xero sales invoices automatically from course orders
Generate a Xero sales invoice the moment an order is created in The Course Creator's Kit. Eliminate manual bookkeeping tasks and maintain accurate financial records.
๐Ÿ“‹
Capture every submitted order detail into your accounting ledger
Map customer data, product choices, and pricing from The Course Creator's Kit directly into Xero sales invoices and contact records.
๐Ÿ””
Alert your billing team immediately when a new order comes in
Notify staff via messaging apps as soon as a course order is placed and processed into your accounting system.
๐Ÿ”€
Route high-value course orders differently in your financial records
Apply custom rules based on order values or product tiers to manage billing tags and invoice details accordingly.
๐Ÿ”„
Keep Xero contacts and invoices updated when course orders change
Reflect updates to customer details or order items instantly across both platforms without manual spreadsheet edits.
๐Ÿ›ก๏ธ
Prevent duplicate records by updating existing Xero contacts automatically
Search for existing contacts in Xero before creation, updating records when repeat students enroll in new courses.
๐Ÿ“Š
Handle status changes when course orders or bookings are updated
Sync order updates and booking changes directly into your accounting software to keep financial reports up to date.
๐ŸŒ
Connect course sales data directly to Slack and finance channels
Extend your integration flow to include communication tools like Slack for instant team notifications on new revenue.
And much more...

Who is The Course Creator's Kit + Xero integration for?

Course creators, online business owners, and finance managers use this integration to eliminate manual data entry, keep books updated, and track online course revenue effortlessly.

Financial Controllers
Financial Controllers
Course Operations Managers
Course Operations Managers
Online Business Owners
Online Business Owners
High-Volume Course Creators
High-Volume Course Creators
Finance Teams
Finance Teams
Administrative Staff
Administrative Staff
๐Ÿ“ˆ
Financial Controllers
You report on course sales and decide budgets from them, but your accounting books are always stale โ€” automating both apps means every new order updates your revenue instantly and your reports stay accurate.
โšก
Course Operations Managers
You need to track student orders fast, and you find out about failed payments too late โ€” this integration means every transaction is recorded in your ledger immediately and your team catches issues early.
๐Ÿ“‹
Online Business Owners
You answer to partners or tax advisors who want to see clean financial records, but manual invoice creation leaves gaps โ€” with this integration, every online sale generates a proper invoice automatically and compliance becomes seamless.
๐Ÿš€
High-Volume Course Creators
The volume of course enrollments is too high for anyone to keep up by hand, leading to missing invoices โ€” connecting these apps means every order instantly triggers a Xero invoice without manual intervention.
๐Ÿ’ผ
Finance Teams
You own the billing workflow and depend on course platforms to hand over order data, but manual exports cause delays โ€” this integration means order details flow straight into your accounts without waiting on batch exports.
๐Ÿ—‚๏ธ
Administrative Staff
You need a reliable history of customer purchases and keep finding gaps in your books โ€” automating both apps means every contact and order is accurately logged in your financial system from day one.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate The Course Creator's Kit + Xero

Build and manage your The Course Creator's Kit + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect The Course Creator's Kit + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect The Course Creator's Kit to Xero?
Frequently Asked Questions
You can connect The Course Creator's Kit to Xero in 1-click using ready templates or by using Integrately AI to set up your workflow alongside tools like Slack and Stripe.
Can I automatically create Xero invoices from course orders?
Frequently Asked Questions
Can I connect The Course Creator's Kit, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for The Course Creator's Kit and Xero?
Frequently Asked Questions
How does The Course Creator's Kit handle contact syncing with Xero?
Frequently Asked Questions
Can Xero invoice items be updated from course orders?
Frequently Asked Questions
Do I need coding skills to automate The Course Creator's Kit and Xero?
Frequently Asked Questions
Is the The Course Creator's Kit and Xero integration free?
Frequently Asked Questions
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