Introduction
Xero Zoho CRM integration module that bi-directionally syncs your records between Zoho CRM and Xero accounting software. The sync is performed securely with Xero API.
Connect Zoho CRM and Xero
Install Xero integration for Zoho CRM from the Marketplace.
Once you have installed the extension, click on the three dots from the modules menu of Zoho CRM and select Xero from the drop-down.
This will redirect you to the page where you have to connect Xero and Authorize Zoho.
To 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 organisation. If you have multiple companies you can select the company as per your need.
Now the connect button on the Xero looks disabled as it relates to the extensions.
Now Click on the Authorize button on the Zoho section.
Click Accept to allow the extension to access your data.Click on the Allow Access button on the pop-up window and click on Continue with One organisation. You can also add multiple organisations.
To start the data to Sync click on Next.
Read the terms and conditions and click Accept.
Settings
Click on the Settings menu from the left sidebar. Now, start configuring the records in order to sync the created or updated records from Zoho CRM to Xero and vice versa. Also, you can perform deletion of records bidirectionally.
Zoho CRM to Xero Sync Configuration
In this configuration section, you can sync records as per your need.
Before syncing records, you need to map the fields.
Field mapping
And also synchronization of records can only be performed if the fields are mapped. Next click on Mapping from the menus, to begin your mapping.
You can do mapping separately for all the modules like Accounts, Products, Invoices, and Xero Accounts.
By default, the fields are mapped automatically for all the modules. If you want to perform custom field mapping, do it by just dragging and dropping the fields. Select and drag the field that you want to relate to the Xero field from the list of field items present on the right side. Drop it inside the corresponding field box.
Once all the fields are mapped correctly, click on Save Mapping.
Note
- The Xero tax fields should be correctly mapped with the CRM fields based on which the records are synced.
- The CRM tax rate should be properly given as that of Xero.
- In Xero, if you have selected the Amounts as Tax Exclusive, then all the tax rate values should be the same. Only then all the records are properly synced.
- The Part number in Zoho CRM and Item number in Xero should not be an empty value
Enable the Create and Update option for any module widget in order to sync the modules records when it is created or updated inside Zoho CRM to Xero. Also, you can delete records in Xero easily by deleting the records from Zoho CRM. To delete a record in Xero, enable the Delete option for the modules you need.
Choose Accounts options. If you are selecting Accounts, the records from the Accounts module of Zoho CRM will be synced to the Customer module of Xero.
Click on Xero Sync Configure and enable the Allow Sync option.
On Save Sync
Enable the On Save Sync option from settings. To start synchronizing records whenever you create and save a new record inside Zoho CRM. And disable it if you don’t want to perform sync from Zoho to Xero.
Once you have configured, click on Update Configuration.
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. By resetting your Xero account, the details of the records synced from your Xero account will be erased. After resetting your Xero account, you can start a new syncing process.
Language
Your extension comes with the Zoho CRM language by default. Zoho Xero Extension lets you set up languages for the extension to make the extension easily accessible for the users. Currently, the extension has three language options such as English, German, and French. To set up a language, choose the desired language from the drop-down and click on the ‘Update Language’ button.
Copy 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.
Historical Sync
1. Sync from Zoho to Xero:
On the Zoho-Xero integration move to the Historical sync. Select the module that you want to sync. The Accounts and the Products module will enable automatically once you select the Invoice module. After selecting the module, Choose the From date and to date to sync the record between the chosen period. Now the unsynced records of Zoho between the chosen period will be synced to your Xero.
2. Sync from Xero to Zoho:
On the top right corner of the Historical Sync Page, toggle the button” Switch to Perform Xero data sync” to the left. This will sync the records from Xero to Zoho.
CRON Sync
It acts as a timer to sync records periodically. On the Settings page click on Xero Sync Configure. Enable the cron sync option for the modules you want to sync records. The records will be synced every ten minutes.
How many records you can sync with the Xero extension for Zoho CRM?
With Xero Bidirectional Integration for Zoho CRM, you can easily sync up to 1000 records by means of Onsave sync, Send to Xero sync, Historical sync, and CRON sync. To sync more than 1000 records you can contact us at [email protected]
Audit
Click on the Audit menu from the left. This will give you the detailed status of the record sync like Name, Module name, the data flow of records, the message that the record is created successfully or not, and the created date and time.
It also has filters to find records based on the ‘from’ and ‘to’ date. You can also set the number of records that should be shown on a page. Click on the Results per Page drop-down at the top and select the numbers as per your need. Also, search for a particular record by clicking the search icon present at the top right corner.
Zoho Xero Extension allows you to resync the failed record from the Log or Audit section. You can check the failed records from the status.
You can easily get Zoho CRM and Xero Integration Extension from the Zoho Marketplace. Just Install the integration and sync your Financial data in one place. If you need any assistant contact our support.