Getting Started
Configuration for Mapping Xero Invoice Fields to Zoho
User can map the Xero invoice number to any field in Zoho, please provide the corresponding field name as the value. Similarly, you can configure other mappings such as the Invoice Reference field and the Price field.
How to Process Payments in Xero
In Xero, navigate to the invoice and click "Approve". The Paid Amount Field Status in Zoho CRM initially shows: Pending when the invoice is created. Full Amount Pending until payment is processed. Click "Approve Payment" in Xero, then: Enter the ...
How to Enter Tax Code for a Product
Go to Xero Developer Portal and log in. Navigate to Explorer → Click Allow Access → Connect to Xero Organization. Select Accounting API → Click on Get Tax Rate under Endpoints. Copy the Tax Type and paste it into the Xero Tax Code field in Zoho CRM ...
How to Create a Product in Zoho CRM
Navigate to the Product Module and click "Create Product". Enter the required fields: Product Name Xero Account Code Xero Tax Code Xero Item Code
How to Create an Invoice in Zoho CRM
Go to the Invoice Module and click "Create Invoice". Fill in the required fields: Invoice Subject (Mandatory) Account Name (Mandatory) Xero Invoice Number and Invoice ID are generated automatically via workflow. To disable automatic invoice creation, ...
How to Connect Xero to Zoho CRM
Navigate to the Zoho CRM Marketplace. Click on "All Extensions" and find ZOX Connector. Click on "Create Account" and install the ZOX Connector. Go to Modules → Click on Xero Login. In the Xero Connector Window, click Connect Xero. Authenticate with ...