Zoho Invoice + Xero Integrations
Syncing Zoho Invoice with Xero is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.
About Xero
Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.
Xero IntegrationsIt's easy to connect Zoho Invoice + Xero without coding knowledge. Start creating your own business flow.
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New ContactTriggers when a new Contact is added.
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New Contact Person
Triggers when a new point of contact is added to an existing contact.
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New Invoice
Trigger on a new invoice (with line item support).
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New Project
Triggered when a new project is added.
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New BillTriggered when you add a new bill. (Accounts Payable)
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New Contact
Triggered when you add a new contact.
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New Payment
Triggered when you receive a new payment.
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New Quote
Triggered when a new quote is created.
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New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
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Create Contact
Creates a new contact.
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Create Contact Person
Creates a new point of contact for a specific contact.
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Create Invoice
Creates a new invoice.
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Create Bank Transfer
Transfers money between two bank accounts.
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Create Bill
Creates a new bill (Accounts Payable).
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Create Credit Note
Creates a new credit note for a contact.
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Create New Quote Draft
Creates a new quote draft.
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Create Payment
Applies a payment to an invoice.
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Create Purchase Order
Creates a new purchase order for a contact.
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Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
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Create/Update Item (Product)
Creates a new item or updates a item if a product already exists.
How Zoho Invoice & Xero Integrations Work
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Step 1: Choose Zoho Invoice as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Xero as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho Invoice to Xero.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho Invoice and Xero
Zoho Invoice?
Zoho Invoice is an online invoicing software that helps to manage a company’s billing and payment cplection. This product helps in reducing paperwork and manual processes. It is integrated with multiple platforms where it can be used for invoicing, generate reports, track payments, and manage statements. It has the ability to support multiple currencies while having the ability to set up the users in different groups. It also supports the integration with third-party applications such as Xero.
Xero?
Xero is another online accounting software that helps to manage and organize the accounting records of a company. It makes it easier to manage the companies’ transactions by being able to have all the information centralized in one place. The users are able to see their finances in a clear and understandable way. Its main features include the ability to manage expenses, invoices, bank accounts, and payrpl.
Integration of Zoho Invoice and Xero
The integration of Zoho Invoice and Xero allows these two products to work seamlessly together. This integration helps businesses in managing their finances more efficiently, saves time, and increases productivity. Any user who has access to both of these platforms is able to create invoices using Zoho Invoice and send them directly to Xero without having to manually transfer the data or copy and paste it.
If there are changes made in the invoice in either platform, it will be reflected automatically in the other platform. If there is an invoice that was created in Xero and then sent to Zoho Invoice, a copy of that invoice will be saved in Zoho Invoice even if Xero deletes it from its system. This feature enables users to keep a record of their invoices for future reference.
Benefits of Integration of Zoho Invoice and Xero
Integration between Zoho Invoice and Xero is beneficial because it improves time management. Businesses are able to submit an invoice faster because they do not need to waste time copying and pasting the data or manually transferring it from one platform to another. The integration also helps businesses save money since they do not have to purchase additional software programs just so they can integrate their accounting systems with their invoicing systems. It also provides them easier access to all their financial information since both programs are connected together. Businesses are able to track payments better with this integration since they know when any payment was made or if there are any missing payments. With this feature, businesses are able to easily reconcile their accounts, thus increasing their productivity.
Overall, integration between Zoho Invoice and Xero is a good thing since it helps businesses enhance organizational efficiency, improve time management, reduce cost of ownership, increase productivity, and increase profitability.
The process to integrate Zoho Invoice and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
