Integrate Zoho
Integrate Xero

Integrate Zoho CRM with Xero

Get your Zoho CRM account connected with Xero and save valuable time by automating your workflow.

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Integrate Zoho

What is Zoho CRM?

A good CRM gives you insights into running your business. A smart CRM gives you the information you need in a way that you can use it. An ideal CRM offers you a solution to simplify your processes from day one. Zoho CRM includes the good, the smart, and the ideal in an enterprise-ready package.

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Integrate Xero

What is Xero?

We started Xero to change the game for small business. Our beautiful cloud-based accounting software connects people with the right numbers anytime, anywhere, on any device. For accountants and bookkeepers, Xero helps build a trusted relationship with small business clients through online collaboration. We’re proud to be helping over 1 million subscribers worldwide transform the way they do business. And we’re just getting started.

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What does it do?

When a contact is created or updated in Xero, I want:

To create or update the contact in Zoho CRM

When a sales invoice is created in Xero, I want:

To create the Invoice in Zoho CRM

Additionally:


  • The account will be created

  • Create the associated products


For all products created or updated in Xero, I want:

To create the products in Zoho CRM

For all products created or updated in Zoho CRM, I want:

To create the products in Xero

When a sales invoice is created in Zoho CRM, I want:

To send unpaid sales invoice as Draft or Submitted/Awaiting Approval or Authorised/Awaiting Payment and paid sales invoice as Submitted/Awaiting Approval or Authorised/Awaiting Payment or Draft to Xero

Additionally:


  • Associate the Sale with the Original Customer, the Customer's Organization or a single Online Sale Customer

  • Create the associated products


When a sales order is created in Zoho CRM, I want:

To send unpaid sales invoice as Draft or Submitted/Awaiting Approval or Authorised/Awaiting Payment and paid sales invoice as Submitted/Awaiting Approval or Authorised/Awaiting Payment or Draft to Xero

Additionally:


  • Associate the Sale with the Original Customer, the Customer's Organization or a single Online Sale Customer

  • Create the associated products


When a quote is created in Zoho CRM, I want:

To send a sales invoice as Draft or Submitted/Awaiting Approval or  Authorised/Awaiting Payment to Xero

Additionally:


  • Associate the Sale with the Original Customer, the Customer's Organization or a single Online Sale Customer

  • Create the associated products


When a purchase order is created in Zoho CRM, I want:

To create a purchase invoice in Xero

Additionally:


  • The vendor will be created

  • Create the associated products


Integrate Freshbooks

Special offer    Try This APP for free for up to ? months, no obligations. Simply copy this content and add it to the specific ‘APP’ content block you want to add an offer to!

Integrate Freshbooks

Special offer    Try This APP for free for up to ? months, no obligations. Simply copy this content and add it to the specific ‘APP’ content block you want to add an offer to!

How it works

Step 1

Add at least 2 apps to your OneSaas account

Step 2

Configure the integration workflows to suit your business needs

Step 3

Set up the integration sync frequency and starting date, and enjoy the automation!

What some of our customers are saying

The product has really helped me bring my different platforms into one business system. The online chat service is great whenever you run into issues.

Cmac101Apps.com Review

We use this to sync and create our orders each day. With a bit of smart logic, it can handle receipts (paid on purchase) but also invoices. We have a lot of custom work on our Opencart site but working with the OneSaas team, we nearly have all features automatic. LIV CHAT features rocks. Top job development team.

Alan MedcrafApps.com Review

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