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Xero bidirectional integration for Zoho CRM
Integrating your Xero accounting software with Zoho CRM increases the efficiency of the business process and sales growth. It saves more time and keeps your CRM clean and Updated.
- Safe record sync between Zoho CRM and Xero. (there will be no loss of data)
- Sync Records bidirectionally from Zoho to Xero and Xero to Zoho.
- Enable CRON scheduler to Sync records every ten minutes.
- Easy Mapping of CRM fields and Xero Fields by just dragging and dropping the appropriate Fields.
- Track all your synced records on one page (Audit).
- Resync the failed records on the Audit page itself.
- Sync records instantly , once you save the records instantly with Onsave Sync.
- Easy elimination or deletion of any selected records from Zoho to Xero and Vice versa.
Integrate your Zoho CRM and Xero Online
Bidirectional Sync
Efficiently sync records from Zoho to Xero and Viceversa. It avoids Duplicates records and Dual data entry.
Field Mapping
Map the appropriate Zoho field with the corresponding Xero field. Customize the mapped field by a simple drag-and-drop method.
Notifications
Get an instant notification, if you failed to sync records after three times.
Xero bidirectional integration for Zoho CRM Tutorial Video
Xero bidirectional integration for Zoho CRM
Synchronize records by different sync methods
- It can sync records like accounts, products, invoices, and Xero Accounts.
- The records from Zoho will be synced to Xero instantly once it was Save in the Zoho CRM
- Specify the time interval and sync records between the chosen period using Historical sync.
- Enable the CRON scheduler to sync records from Xero to Zoho automatically after every ten minutes
- Sync the already existing records from Zoho to Xero using Send to Xero Sync.
Efficiently Manage your Syncing Process
- Enable - disable the sync on creating, editing, and deleting the records on any module.
- Enable- Disable Allow sync option to sync records on unidirectional or bidirectional
- For Manual Sync, toggle the switch to the left side for Xero to Zoho Sync. And toggle the switch to the right side for Zoho to Xero Sync
- Get instant notification on failed record sync after three times
- Easy Drag and drop method for mapping the Zoho Fields with related Xero fields.
Sync Log History
- Track all your synced and unsynced records on one page.
- Resync any failed records from the Audit page.
- Filter the log history to search for any particular record sync between any specific period. And Clear the filter once the search is finished.
- If the records failed to sync after three times, then it will be notified to the user via Notification.
Save more time and effort
- Fast Invoice sync makes your business more productive.
- Avoid duplicate records and makes the CRM data clean and updated.
- Avoid manual entries of data on both sides .
Xero bidirectional integration for Zoho CRM Free Trial
ZOHO XERO
Streamline your accounts and sync customer data
$
0
Trial / 14 Days
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Sync Accounts /Customers, invoices
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Sync Xero Accounts/ Accounts
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Sync Products/ Items
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Historical Record sync- Bidirectional
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Automatic CRON Sync every 10 minutes
16% Offer