Xero Zoho CRM Integration #
Xero integration with Zoho CRM is an extension that allows bidirectional record sync between CRM and Xero accounting software. The sync is performed securely with the Xero API. It enables seamless synchronization of your customer, product, and financial data between both platforms. It bridges the gap between your accounting and CRM systems, allowing for smooth two-way data flow. With this integration, you can manage Contacts, Accounts, Invoices, Purchase Orders, Products, and more across Zoho CRM and Xero without manual data entry or duplication.
By offering a 360-degree view of customer interactions and financial information, this integration helps businesses streamline operations, improve accuracy, and boost overall efficiency.
This integration streamlines processes and enhances business efficiency in the following ways:
- Zoho CRM and Xero integration ensures seamless data flow between Zoho CRM and Xero. This reduces manual data entry and minimizes human errors
- As the record sync is flexible to choose between instant and automatic, it enables real-time updates on both platforms. This helps keep your CRM data clean, as it prevents duplicate data entry.
- The Zoho CRM and Xero integration bridges the gap between the sales team and the finance team. This will avoid operational silos and ensure that both teams get updated information at the same time.
- It saves more time and effort on manual data entry and juggling between apps to make an informed decision.
Explore the step by step guide on how to effectively sync records between Zoho CRM and Xero.
Installation process #
Step 1: Install the extension
Install Xero Bidirectional integration for Zoho CRM from the Marketplace.
Login to your Zoho account
Navigate to Marketplace section from the top side menu.
Search for Xero Bidirectional Integration for Zoho CRM
Get a free trial of 10 days or buy an extension for a monthly or yearly subscription.
Follow the on-screen instructions to install the extension.
Step 2: Connect your Xero account and Authorize Zoho CRM
Once the extension is installed, navigate to the modules at the top of the menu on your Zoho home page.
Search for Xero and click on it.
This will redirect you to the page where you have to connect Xero and authorize Zoho.
Connect your Xero Account #
Click on the connect button to connect the Xero account with the Zoho CRM Xero integration addon. It will lead to the Xero login page.
Login to your Xero account
In order to authorize the extension, you must have at least one organization. If you have multiple companies, you can select the one that suits your needs.
Click Accept to allow the extension to access your data. Click on the Allow Access button in the pop-up window and click on Continue with One Organization. You can also add multiple organizations.
Now the connect button on the Xero looks disabled as it relates to the extensions.
Connect Zoho CRM
Now click on the Connect button in the Zoho section.
Read the terms and conditions and click Accept to allow the extension to access your data.
1. Dashboard #
The Dashboard is your central hub for monitoring all synchronization activities between Zoho CRM and Xero.
Key Features: #
Sync Overview
It displays the total number of records synced, number of records successfully synced,number of failed records
Visual Analytics
A dynamic line graph shows sync trends over time, providing quick insights into the performance and health of your integration.
Date Range Filters
Filter and view sync details for any specific time period.
Recent Record Syncs
View the five most recent record syncs at a glance for quick access.
Audit Log Access
Click the Audit Log link to navigate to detailed sync tracking and troubleshooting logs.
2. Settings #
The Settings page allows you to configure how data is synchronized between Zoho CRM and Xero.
2.1 Sync Direction #
Choose your preferred sync direction:
- Zoho CRM → Xero
- Xero → Zoho CRM
- Bidirectional Sync (records updated on both platforms)
This ensures that your data flows according to your operational needs.
2.2 Module Selection #
Select the modules you want to synchronize between Zoho CRM and Xero:
- Click ‘Core Only’ to view essential Xero modules, such as Contacts.
- Click Category to filter modules based on function:
- Inventory
- Finance
- Other related categories
- Inventory
Easily select or deselect modules to control which data sets are included in your sync.
2.3 Sync Frequency (CRON Scheduler) #
Determine how often records are automatically synchronized:
- Default: Every 3 minutes
- Optional: Every 5 minutes or 1 minute (contact support to enable 1-minute interval)
The CRON scheduler ensures data between Xero and Zoho CRM stays consistently updated.
2.4 Conflict Resolution #
Define which platform takes precedence when conflicting updates occur:
- Zoho CRM Priority: Updates Xero records based on CRM data.
- Xero Priority: Updates Zoho CRM records based on Xero data.
This ensures your records remain consistent and aligned with business logic.
2.5 Field Mapping #
Manage how fields are mapped between Zoho CRM and Xero:
All selected modules are displayed with default mappings.
Default field mappings are auto-applied based on related field types.
Customize mapping options:
- Edit mappings via dropdown menus
- Add new custom field mappings
- Save mappings as drafts
- Reset to default mappings anytime
Accurate field mapping ensures reliable and error-free data synchronization between platforms.
3. Historical Sync #
The Historical Sync feature allows bulk synchronization of past records between Zoho CRM and Xero.
Steps to Perform Historical Sync: #
- Select the sync direction (as configured in Settings).
- Choose the module to sync.
- Review the number of records and the estimated time for completion.
- Bulk sync up to 500 records per operation (contact support for higher volumes).
- Define the date range:
- Custom Date Range
- Last 7 Days
- Last 30 Days
- Last 90 Days
- Custom Date Range
- Click Sync to queue records.
Queue Management Options: #
Start Now: Begin syncing queued records immediately.
Delete: Remove specific modules from the queue.
Refresh: Update the queue view with the latest status.
Clear Completed: Remove successfully synced records to keep the queue clean.
This feature ensures historical and legacy data are seamlessly aligned across systems without disrupting live operations.
4. Audit Log #
The Audit Log provides a detailed and transparent record of all synchronization activities between Zoho CRM and Xero.
Key Features: #
Displays sync direction, success/failure status, and record details.
Filters: Search records by module, record name, or date range.
Resync Option: Re-attempt syncing of failed records directly from the audit page.
Error Insights: View detailed JSON error messages to identify and troubleshoot sync issues.
Export & Download:
- Download JSON files of failed records.
- Export the complete audit log for reporting and compliance.
With comprehensive traceability, the audit log ensures you have full visibility and control over your integration activities.
5. Reset Connection #
If you want to use another Xero account, then click on the ‘Reset Connection’ option inside the Reset tab of the Settings page. The details of the records synced from your Xero account will be erased by resetting your Xero account. After resetting your Xero account, you can start a new syncing process.
6. Send to Xero Sync #
This sync also syncs the data from Zoho to Xero. You can select any particular contact that you want to sync to Xero. Go to the detailed view of the contact and click on the Copy to Xero icon on the top right corner of the page. Now the selected contact will be synced to your Xero account.
You can also sync the existing invoices from the Finance module of Zoho CRM to Xero with a single click on the Send to Xero option.
Note that, the finance module of Zoho CRM will sync invoices from Zoho Books by default. Thus, it maintains updated invoice sync between Zoho CRM, Xero, and Zoho Books.
FAQ #
Does Zoho CRM integrate with Xero? #
Yes, Zoho CRM does integrate with Xero, allowing seamless communication between the two platforms. It offers bidirectional record sync with a user-friendly UI and configuration. That is, data can flow seamlessly in both directions between Xero and Zoho CRM. Changes made in one system are reflected in the other, ensuring real-time synchronization of information.
What data can be synced between Zoho CRM and Xero? #
The integration allows the synchronization of various data, including contacts, accounts, products, invoices, vendors, and purchase orders. This ensures the consistency and accuracy of information across both platforms.
Are there any additional costs associated with integrating Zoho CRM and Xero? #
The integration itself may be included in your Zoho CRM subscription. There are no additional costs to integrate Zoho CRM and Xero.
Can I customize the data mapping between Zoho CRM and Xero during integration? #
Yes, our extension allows you to customize the mapping of fields between the two systems. This ensures that the data is transferred in a way that aligns with your business processes.
Is there ongoing support for the Zoho CRM and Xero integration? #
Yes. We typically provide support for our integrations. If you encounter any issues or have questions, you can reach out to our customer support at [email protected] for assistance.
What happens if there are changes to the data on one platform? Is it automatically updated on the other side? #
Yes, the integration is designed to keep data synchronized in real-time. If you update information in Zoho CRM or Xero, the changes should be reflected in the other platform shortly afterward. Moreover, it depends on the type of sync you have selected. Enable the onsave sync for automatic updates from Zoho to Xero. Enable the CRON sync for automatic updates from Xero to Zoho.
Can I choose which records to sync between Zoho CRM and Xero? #
Yes, you can enable your desired modules to sync your records.
In the configuration settings, you have the option to select specific records or criteria for synchronization.
What data can be synchronized bidirectionally between Xero and Zoho CRM? #
Bidirectional integration typically allows for the synchronization of various data, including contacts, accounts, invoices, products, vendors, purchase orders and other relevant information, between Xero and Zoho CRM.
How do I set up the Zoho CRM and Xero integration? #
The setup process generally involves configuring the integration settings in both Xero and Zoho CRM. Follow the provided documentation or integration wizard to establish the connection, authenticate the accounts, and customize the synchronization preferences.
Can I customize the mapping of fields and data during bidirectional integration? #
Yes, bidirectional integration often includes the ability to customize field mappings. This allows you to align the data between Xero and Zoho CRM according to your business requirements.