Zoho Books and Xero integration
Zoho Books and Xero, the same books
CRM Connector syncs Zoho Books and Xero both ways: clients, invoices and quotes stay the same in both, and a payment recorded in one is recorded in the other, a part payment for exactly what is newly paid.
- Official sign in for both
Clients, invoices and quotes, both ways
At a glance
Clients, invoices and quotes stay the same, payments included.
What syncs
- ClientsBoth ways
- InvoicesBoth ways
- QuotesBoth ways
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether Zoho Books or Xero leads when the same record changed in both since the last sync.
Options for Zoho Books and Xero
- Only invoices from a date you pick
- Only sent, overdue or paid invoices
- Only invoices above an amount you pick
- Everyone, customers only or leads only, when Xero sends, on a one way sync
Record by record
What syncs between Zoho Books and Xero
Which Zoho Books field matches which Xero field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- CompanyBoth waysCompany
- EmailBoth waysEmail
- PhoneBoth waysPhone
- AddressBoth waysAddress
It happens in Zoho Books, then in Xero
A new client
Looked for in Xero on the exact email before a customer is created.
Name, company, email, phone or address changes
The same change is made to the Xero customer on the next sync.
FAQ
Questions about Zoho Books and Xero?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
An invoice made in Zoho Books keeps its number in Xero. One made in Xero arrives in Zoho Books with the Xero number as the reference, because Zoho Books numbers its own invoices.
Yes, both ways. Accepted and declined travel between Zoho Books and Xero. Once a quote is decided in Zoho Books it is left as it is.
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Ask ChatGPT or Claude about Zoho Books and Xero
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
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Sign in to Zoho Books and Xero, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.