Xero Integration for Zoho CRM

Sync and create invoices, track payment status, and view customer data from Xero within Zoho CRM.

Built for: CRM Developed by: Yaali Bizappln Solutions
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Our Xero Integration for Zoho CRM is the fastest and easiest way to sync your Xero (Invoices, Products, and Contacts) with your Zoho CRM account (Invoices, Products, and Accounts), ensuring that your sales and customer data in Zoho CRM are automatically updated with the corresponding financial information from Xero. It facilitates seamless collaboration between sales and accounting teams.

With Xero Integration for Zoho CRM extension, you can easily access financial data from Xero directly in Zoho CRM. This saves you time because you no longer need to manually enter information between the two platforms. It allows your sales and accounting teams to see invoices, outstanding payments, due amounts, and other financial information about your customers right from the Zoho CRM.

Key Features:

  • Invoices can be created from the Zoho CRM Invoices Module, or from Xero, and they automatically sync back to Zoho CRM.
  • Create and sync Xero’s Products and Contacts with Zoho CRM's Products and Accounts module.
  • View the list of Xero invoices of any customer and track their invoice status (Paid, Overdue, or Due) within Zoho CRM Accounts.
  • Handles multicurrency operations seamlessly, giving you the ability to manage transactions in more than one currency.

Tags

Deployment type Zoho platform
Published date Jun 20, 2024
Version 1.0
Latest Released date Jan 31, 2025
Category Sales
Pricing Paid
Vendor Website

Compatible Editions

  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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