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Xero + Zoho Books Integrations

Appy Pie Connect allows you to automate multiple workflows between Xero and Zoho Books

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.

About Zoho Books

Zoho Books is web-based accounting software that increases financial visibility across your business. It features contact management, invoices, expenses, sales and purchase, inventory management, etc.

Zoho Books Integrations
Zoho Books Alternatives

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Best Xero and Zoho Books Integrations

  • Xero Gmail

    Xero + Gmail

    Send Gmail emails whenever new payments are received in Xero Read More...
    When this happens...
    Xero New Payment
     
    Then do this...
    Gmail Send Email
    Xero is one of the most valuable accounting software that help you manage your finances while saving you time and money. Sometimes you need to share some of the critical information on it to people who don’t have access to the software. Once active, this integration will automatically send Gmail emails to the selected recipients whenever new payments are received in Xero. Don’t wait, just sign up for Appy Pie Connect and start connecting your Xero and Gmail now!
    How this Xero - Gmail integration works
    • A new payment is received in Xero
    • Appy Pie Connect sends a Gmail email with details from the payment
    What You Need
    • A Xero account
    • A Gmail account
  • Xero Slack

    Xero + Slack

    Post a message in Slack for every new invoice on Xero Read More...
    When this happens...
    Xero New Sales Invoice
     
    Then do this...
    Slack Send Channel Message

    If you need to keep your team informed about new invoices on Xero, then this integration is great for you. With this Xero – Slack integration, whenever a new invoice is created in Xero, we’ll send all related information to a chosen Slack channel without any manual effort from your end. To set up this integration, you'll just need to add channel names (single or multiple).

    Note: This automation will not share already existing Xero invoices to Slack, only new ones after you've set it up.

    How this Xero – Slack integration Works
    • A new invoice is created in Xero
    • Appy Pie Connect automatically sends it to a chosen Slack channel
    What You Need
    • A Xero account
    • A Slack account
  • Xero Xero

    Paypal + Xero

    Create a Xero invoice for every PayPal sale Read More...
    When this happens...
    Xero Successful Sale
     
    Then do this...
    Xero Create Sales Invoice

    Connect Xero with PayPal and make your payment tracking process more efficient. Fast, convenient and easy to use, our automation platform allows you to set up this integration without any programming skills. After setting this integration up, Appy Pie Connect will capture every new sale from PayPal and will pass on the information to Xero where an invoice will be automatically created.

    Note: This integration will not create invoices from existing PayPal sales, but will create invoices only for the new orders after this integration has been setup.

    How this PayPal-Xero integration works
    • A new sale is made on PayPal
    • Appy Pie Connect creates a new Xero invoice from the sale
    What You Need
    • A PayPal account
    • A Xero account
  • Xero Xero

    Paypal + Xero

    Implement new PayPal sales details to Xero invoices Read More...
    When this happens...
    Xero Successful Sale
     
    Then do this...
    Xero Create Payment
    Set up this PayPal - Xero integration and we will watch your PayPal account for you. Once this integration is live, Appy Pie Connect will capture every new sale from PayPal and will automatically pass on the information to the appropriate invoice on Xero. Set up this Connect and take the repetitive, manual tasks out of accounting work.
    How this PayPal-Xero integration works
    • A new sale is made on PayPal
    • Appy Pie Connect automatically applies the information onto a Xero invoice
    What You Need
    • A PayPal account
    • A Xero account
  • Xero Xero

    + Xero

    Create Xero invoices for new invoices on Zoho Invoice Read More...
    When this happens...
    Xero New Invoice
     
    Then do this...
    Xero Create Sales Invoice
    Tired of finding and moving new invoices from your Zoho Invoice to Xero? Don’t worry, this integration will help you eliminate all the manual work associated with the process. After setting this integration up, whenever a new invoice is created on Zoho Invoice, Appy Pie Connect will automatically create its counterpart on Xero, keeping all the information together for your future needs.
    How this Zoho Invoice – Xero integration Works
    • A new invoice is created on Zoho Invoice
    • Appy Pie Connect automatically creates corresponding invoice on Xero
    What You Need
    • A Zoho Invoice account
    • A Xero account
  • Xero Xero

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Xero {{item.triggerTitle}}
     
    Then do this...
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Connect Xero + Zoho Books in easier way

It's easy to connect Xero + Zoho Books without coding knowledge. Start creating your own business flow.

    Triggers
  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

    Actions
  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Update Contact

    Updates an existing contact.

How Xero & Zoho Books Integrations Work

  1. Step 1: Choose Xero as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Xero with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoho Books as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Zoho Books with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Xero and Zoho Books

Xero?

Xero is a cloud accounting software provider. Xero provides financial management tops and services to individuals, small businesses, and accounting professionals (“About Xero,” n.d.. Xero was founded in 2006 by Rod Drury and became publicly available on January 1, 2007. As of January 1, 2016, Xero had approximately 800 employees. In September 2016, Xero acquired Australian cloud accounting software developer, Practice Manager (“About Xero,” n.d..

“Xero's online accounting software helps small businesses manage their finances from anywhere in the world. It is designed to be used by people with little or no accounting experience and takes just minutes to set up and get started” (“How it works,” n.d..

Zoho Books?

Zoho Books is an online business management application that allows users to manage their business accounts and transactions through a web browser. Zoho Books can be used to manage bank accounts, invoices, expenses, budgets, quotes, payments, payrpl, and taxes (“About Zoho Books,” n.d.. Zoho Books is offered as a cloud-based service and includes all the business management tops needed for a small business (“Zoho Books vs. Xero,” 2016.

Integration of Xero and Zoho Books

Xero and Zoho Books are both cloud-based accounting systems that allow users to manage their business finances through a web browser or mobile device. When Xero and Zoho Books are integrated, users have access to both systems without needing to log into each system separately. The integration of Xero and Zoho Books allows users to access information in one system that they would not be able to access in another system. By integrating Xero and Zoho Books, users can do the fplowing:

Manage Invoices – When Xero and Zoho Books are integrated, users can access invoices from both systems within one invoice manager table. The invoice table displays the amount of an invoice paid or due from each integrated account. Users can then easily see what invoice needs to be paid from which account and when the next payment is due (“Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017; “Xero vs. Zoho Books. Which Accounting Software Is Right For You? - Part II,” 2017.

– When Xero and Zoho Books are integrated, users can access invoices from both systems within one invoice manager table. The invoice table displays the amount of an invoice paid or due from each integrated account. Users can then easily see what invoice needs to be paid from which account and when the next payment is due (“Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017; “Xero vs. Zoho Books. Which Accounting Software Is Right For You? - Part II,” 2017. Manage Projects – When Xero and Zoho Books are integrated, users can access project expenses from both systems within one expense manager table. Expenses are automatically recorded in the expense manager table based on a project ID number (“Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017.

– When Xero and Zoho Books are integrated, users can access project expenses from both systems within one expense manager table. Expenses are automatically recorded in the expense manager table based on a project ID number (“Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017. Manage Time – When Xero and Zoho Books are integrated, users can access time entries from both systems within one time entry table. Time entries are automatically entered into the time entry table based on the employee ID number used in each system (“Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017.

– When Xero and Zoho Books are integrated, users can access time entries from both systems within one time entry table. Time entries are automatically entered into the time entry table based on the employee ID number used in each system (“Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017. Manage Vendors – When Xero and Zoho Books are integrated, users can access vendors from both systems within one vendor table. Vendors can be added manually or by importing them from either system (“Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017.

Benefits of Integration of Xero and Zoho Books

The integration of Xero and Zoho Books allows users to take advantage of the benefits provided by both systems while eliminating the drawbacks associated with using separate systems. One benefit of the integration of Xero and Zoho Books is that users can use their existing data in multiple reports without having to enter data into two different systems (“How to Set Up Your Integration with Zoho Books," 2017; “Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017. Another benefit of the integration of Xero and Zoho Books is that it provides a unified dashboard so that users have a single window into their business finances (“How to Set Up Your Integration with Zoho Books," 2017; “Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017. A third benefit of the integration of Xero and Zoho Books is that it allows users to create customized reports that combine information from both systems so that they can view information on one report that would not be available from looking at each system individually (“How to Set Up Your Integration with Zoho Books," 2017; “Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017. A final benefit of the integration of Xero and Zoho Books is that it allows users to access cloud features in both systems without having to log into each system separately (“How to Set Up Your Integration with Zoho Books," 2017; “Xero vs. Zoho Books. Which Accounting Software Is Right For You?,” 2017.

This paper outlined what is Xero and what is Zoho Books. The paper also discussed how these two systems can work together effectively when they are integrated through a third party spution. We compared how this spution compares to other sputions like QuickBooks Online because QuickBooks Online currently does not offer any way for its users to integrate with other accounting software providers besides Payrpl Direct (Wright & Malinowski-Ballerini, 2014. We highlighted some key differences between these systems to help readers decide which spution is best for them and how each spution may affect their current business practices. Finally, we listed some key benefits that come with integrating these two sputions together so that you know how you will stand to benefit if you choose to work with both systems together instead of individually.

The process to integrate Xero and Zoho Books 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.