Zoho CRM to Xero Integration
Get Your Accounting Information Easily Merged with Your Existing Zoho CRM for Easy Recordkeeping
Make your accounting task way easier with Zoho CRM to Xero plugin to sync the modules like contact, account, product, invoice, purchase order bilaterally between both extensions
What is the Application of Xero for Zoho CRM Extension?
What Exclusive Features Can You Get From this Zoho CRM Extension?
- Sync your contact, product, purchase order, invoice, etc. in both Zoho CRM and Xero simultaneously
- Options to sync manually and auto; auto allows you to sync based on the default settings, whereas the manual one will enable you to customise your preference
You can sync either Zoho CRM to Xero or Vice Versa or in both ways at the same time
- Choose the interval of how many times the auto sync will run in a day to keep you updated
Instant syncing to Xero from CRM using a widget called Sync to Xero on the CRM platform with just a click
Auto-number fields option within the extension allows you to create a unique invoice number for each invoice, averting the duplication
Options to sync the records after the last modified or the records that had been modified after specific days using the time-wise synchronisation
Upon creating the invoice in Xero, our Xero for Zoho CRM extension allows you to have both Xero’s unique invoice number appearing alongside the CRM’s unique invoice number in the Zoho CRM to prevent confusion.
How to Integrate?
SaasPlugin believes in comforting the users when it comes to availing of their extensions. The setting of this extension can look a bit lengthy, and that’s why we have formulated the integration process step-by-step to save your precious time. Check out our integration process with even a more friendly approach with better visual screenshots.
See it in Action
To get the live example of how to set up Xero for zoho crm, watch our video on Zoho CRM to Xero integration, voiced and presented by our in-house team.
About Us
SaasPlugin has been offering the most tailored Zoho CRM solutions to a wide range of clients across a diverse range of businesses for more than a decade. With a team of highly experienced software engineers with hands-on expertise, we develop the most cost-effective Zoho plugins and extensions suited to your regularly used contemporary Zoho extensions and third-party apps. Our primary focus is to automate your Zoho CRM and other existing Zoho plugins so that you can effectively maintain your business and day-to-day routine without involving manual operation. As an advanced partner of Zoho, we are committed to building a good rapport with our customers and achieving the highest level of customer satisfaction with our unique, flawless and easy-to-use plugins.