ZOX - Zoho CRM and Xero Integration

ZOX - Zoho CRM and Xero Integration

The ZOX is primarily used for:

  1. Creating Invoices
  2. Updating Invoices
  3. Managing Sales Orders

How Zoho and Xero Work Together

  1. Sales Orders and Invoices
    • Sales orders created in Zoho CRM are automatically pushed to Xero as invoices via workflow automation.
  2. Payment Updates
    • Payment details from Xero are synced to Zoho CRM via API integration.
  3. 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.