Xero integration with Zoho CRM syncs invoices, contacts, products, and payments in real-time, reduces manual accounting work, improves accuracy, and provides sales and finance teams with complete billing visibility worldwide.
Automatically sync invoices, products, and contacts between Xero integration and Zoho CRM to eliminate manual data entry and reduce errors
Configure field mapping between Xero and Zoho CRM based on your business workflows, ensuring accurate and meaningful data synchronization
Create invoices directly in Zoho CRM or Xero integration and have them instantly synced across both systems for consistent financial records
Track invoices in real time through Xero integration to accelerate payments, reduce overdue balances, and improve cash flow visibility and take quick actions
Easily handle multiple currencies in one place, making global transactions smooth, accurate, and stress-free for growing international businesses
Empower sales and finance teams with shared real-time through xero insights that drive better coordination, accuracy, and confident business decisions
The real-time syncing capability of the extension is particularly impressive. Any updates or changes made in Zoho CRM or Xero are promptly reflected in the other platform, providing a synchronized view of customer and financial data.
Easily set up and connect Xero integration with Zoho CRM to start syncing your accounting and CRM data securely
Install the Xero integration directly from the Zoho CRM Marketplace
Sign in securely to your Xero account
Grant permission using role-based authorization
Complete the connection in just a few minutes
Choose exactly what data you want to sync between Xero and Zoho CRM for full control and accuracy
Select the data to sync, including invoices, products, and contacts
Define how and when data should flow between systems
Sync only the information your business actually needs
Prevent unnecessary, duplicate, or mismatched data
Map fields for Xero integration with Zoho CRM fields to ensure accurate, consistent data synchronization
Match Xero fields with corresponding Zoho CRM fields
Ensure accurate invoice, product, and contact data
Maintain consistency across both Xero and Zoho CRM systems
Save field mappings for seamless ongoing sync
Activate the sync and get real-time visibility into your Xero financial data directly inside Zoho CRM
Start syncing data instantly after setup
Track paid, pending, and overdue invoices in real time
View complete payment status directly inside Zoho CRM
Gain live visibility into your financial and billing data
Seamlessly map standard and custom fields between Xero and Zoho CRM to ensure accurate, real-time data synchronization across both platforms. This integration helps maintain clean customer records, eliminate data mismatches, and improve accounting and CRM automation. By aligning financial and sales data, businesses can streamline workflows, enhance reporting accuracy, and scale operations efficiently while ensuring reliable data flow as your organization grows globally
Generate Xero invoices directly from Zoho CRM in just a few clicks and simplify your billing process. Automatically sync invoice details, taxes, and customer data between CRM and accounting systems to eliminate manual entry. This powerful Zoho CRM Xero integration improves billing accuracy, saves time, reduces errors, and ensures real-time financial visibility, helping businesses manage invoices efficiently while scaling operations with confidence
Keep customer data accurate and up to date by syncing contacts between Xero and Zoho CRM in real time. Any changes made in one platform automatically reflect in the other, eliminating duplicate entries and manual updates. This seamless Xero Zoho CRM contact synchronization provides teams with a single, reliable customer view, improves data consistency, enhances collaboration, and supports smarter sales, accounting, and customer relationship management decisions
The Xero Integration for Zoho CRM seamlessly synchronizes products (items) between Zoho CRM and Xero, ensuring consistent and up-to-date product information across both systems without manual data entry. Any updates made to product details in Zoho CRM or Xero are automatically reflected in the other system during sync. You can track each product sync using the Sync button and view the last synced date and time on the Field Mapping page
We're here to clear them up
The Xero integration for Zoho CRM by Xapplets makes it easy to connect your accounting and CRM data. It automatically syncs Xero invoices, products, and contacts with Zoho CRM, so your sales and customer records always reflect the latest financial information without manual updates or duplicate data.
Yes. It supports multi-currency transactions and works reliably across regions and time zones, making it ideal for global teams.
Yes. The integration supports one-way or two-way sync, allowing data to stay consistent across Xero and Zoho CRM.
Yes. You can create Xero invoices from Zoho CRM and track Paid, Due, and Overdue statuses directly within your CRM.
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