The Xero bidirectional integration for Zoho CRM effectively integrates the Xero financial data with the Zoho CRM customer information and provides a complete 360-degree view of customer interactions in a unified platform. Now no more juggling between Zoho CRM and Xero. The effective bidirectional record sync ensures accurate and updated records on both sides. Streamlined data management and improved customer insights will maximize the better customer experience.
Key Features:
Effortless record sync This extension allows users to sync records effortlessly with a few clicks. It reduces the complexity of managing data in two different platforms and saves time on dual data entry. Flexible to choose uni-direction/bi-directional sync, manual or automatic sync, with a user-friendly interface.
Customized configuration With Xero bidirectional integration for Zoho CRM, it is easy to configure the sync setting by simply enabling or disabling the switches corresponding to the modules. Flexible to select the desired modules to sync, and record actions such as create, update, and delete with which you need to sync records. Smart auto mapping and effortless drag & drop mapping ensure accurate record sync.
Diverse Sync Types The extension has four different types of record sync to meet the unique business requirements. The onsave record sync will sync records instantly when the record is saved. The Send to Xero sync option will sync the individual existing Zoho CRM record to Xero software with a single click. Additionally, it ensure seamless integration and streamlined financial management by effortlessly syncing existing invoices from Zoho CRM's Finance module to Xero using the 'Send to Xero' option.The historical sync is a bidirectional sync that will sync bulk records between any specific time interval. The CRON sync is an automatic record sync after every ten minutes.
Track Record sync The audit section makes it easy to track the sync statuses such as success or failure on a single page. You can filter the record sync of any particular period using the filter option. No need to search for any specific record sync on an audit page. Simply click on the search bar and search the record sync with respect to the module name, record name, etc.
Aug 13, 2024Submitted from marketplace.zoho.com.au
The team is very patient in sorting out how to connect to Xero. The way Zoho is constructed hasn't been thought out very well, so it's a bit difficult for an outside team to connect to Xero, but they achieved it. Thank you
I appreciate your nice remarks. Despite the difficulties, we're happy we could help get Zoho and Xero linked. We also take pleasure in notifying you that we have included a few new features that are not available by default but were specially designed to meet your needs.
We believe that these upgrades will make your experience even better. Please don't hesitate to get in touch if you require any extra help!
The extension takes a bit of time to get configured as all the fields on both ends needs to be correct. As things break when you have a field not going anywhere. But with the help of the support team, we are nearly 100% working. Being from Australia we have GST tax and tax wasn't part of the extension but they added tax as well and now this works as well. Their support is super great, without question. Ive paid for this extension a year in advance, so they are stuck with me now. :)
After over a month of going back and forth with Tech Support I have finally got to a point where I will delete this app and move to another. All I needed this app to do was push invoices from Zoho into Xero. If that's what you want it to do, don't waste your time, its truly been one of the most frustrating exercises I have gone through!
Smooth and flawless record sync between Zoho CRM and Xero. Thank You for the outstanding customer support team. They are responsive, knowledgeable, and eager to assist with any questions or concerns I've had. A must have extension for Zoho CRM and Xero users.
I received excellent support from the technical assistance team during the installation process. They patiently devoted as much time as needed to ensure the product was working smoothly, even during the trial period
I recently used this extension and I am delighted with the results. This integration has been a time-saving blessing for my business operations
Setting up the integration was a breeze. With clear instructions and user-friendly interfaces, I was able to connect Xero and Zoho CRM seamlessly in no time. The process was smooth, without any technical hiccups.
Throughout my experience, the customer support from both Xero and Zoho has been excellent. Whenever I had questions or needed assistance, their teams were responsive and provided me with prompt and helpful solutions
I highly recommend trying out Xero and Zoho CRM integration. You'll be glad you did!
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.
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You will be billed per month or per year depending upon the option that you choose. The payment will be recurring, meaning you won't have to bother doing it again manually.
What can I do if I decide that I don't want the extension after all?
You can cancel the plan that you have subscribed to, noting the reason. We will get back to you to help you out with the necessary requirements.
Whom do I contact in case of questions regarding payments and billing?
You can drop us a mail at sales@zohomarketplace.com and get your questions regarding payments clarified.
Can I extend my free trial?
No, unfortunately we can't provide an extension to the free trial period.
Smackcoders Inc, 2093 Philadelphia Pike #7877, Claymont, DE 19703 United States
Smackcoders is an Independently owned Technological company in India. Focused on developing software that benefits businesses. We're well known for developing WordPress and CRM Integration extensions. We have diverged our roots in domains like blockchain, big data, web development with the same aspiration.
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I would recommend you to try Xero bidirectional integration for Zoho CRM. It would add a lot more value to your CRM account.
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We believe that these upgrades will make your experience even better. Please don't hesitate to get in touch if you require any extra help!