ZOX - Zoho CRM and Xero Integration
The ZOX is primarily used for:
- Creating Invoices
- Updating Invoices
- Managing Sales Orders
How Zoho and Xero Work Together
- Sales Orders and Invoices
- Sales orders created in Zoho CRM are automatically pushed to Xero as invoices via workflow automation.
- Payment Updates
- Payment details from Xero are synced to Zoho CRM via API integration.
- Invoice Management
- Invoices are created in Zoho CRM under the Invoice Module.
- Users can generate invoices manually via the Invoice Module or from a Sales Order.