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Xero + Zoho Sheet Integrations

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

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 Sheet

Zoho Sheet is a cloud-based spreadsheet software that allows you to create, edit, share and collaborate on spreadsheets in real time.

Zoho Sheet Integrations

Best Xero and Zoho Sheet 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...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Xero + Zoho Sheet in easier way

It's easy to connect Xero + Zoho Sheet 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 Row

    Triggers when a new row is created in a specified worksheet.

  • New Workbook

    Triggers when a new workbook is created.

  • New Worksheet

    Triggers when a new worksheet is created in a specified workbook.

  • Updated Column

    Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along with this trigger.

    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 Row

    Creates a new row in the specified worksheet.

  • Create Worksheet

    Creates a new worksheet in the specified workbook.

  • Delete Row

    Deletes a particular row based on its index.

  • Search Row

    Searches for a row/record in the specified worksheet based on some criteria.

  • Search and Delete Row

    Searches and then deletes a row based on some criteria

  • Search and Update Row

    Searches and then updates a row based on some criteria.

  • Update Row

    Updates a particular row based on its index.

How Xero & Zoho Sheet 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 Sheet as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoho Sheet 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 Sheet

This article will discuss the integration of Xero and Zoho Sheet. In this article, we will be talking about what both Xero and Zoho Sheet are, how they are different from each other, when and why Zoho Sheet added integration with Xero, benefits for using the integrated version of Zoho Sheet and finally, conclusion.

Integration of Xero and Zoho Sheet

Zoho Sheet, which is a business management software is a cloud-based platform that helps users manage their company’s financial data in one place. This software includes online spreadsheets, invoicing, time tracking, reporting, and project management functionalities. It was launched by Zoho Corporation in the year 2007 as an alternative to MS Excel which is limited to those with technical skills in Excel. Zoho Sheets is used in over 95% of large companies in India. (Zoho Sheet)

Zoho Sheet is available in two types of licensing i.e. free plan and paid plan. The free plan has some limits which includes only 500 sheets, no ability to encrypt data, users can’t download data, and it lacks features like auto-fill formulae, conditional formatting etc. In the paid plan, there are more features like unlimited sheets, data encryption, and cplaboration tops. (Zoho Sheet)

Zoho sheet recently integrated with Xero accounting software which helps small businesses better manage their accounting work. Zoho sheet is now capable of importing invoices directly from Xero to its financial spreadsheets. Users can also export files from the Xero platform to Zoho sheet for further analysis with their team. (Zoho Sheet)

When and why Zoho Sheet added integration with Xero?

Zoho Sheet has been helping small businesses for quite some time now but they have always felt that they needed to fill a gap in the market and that came in form of integrating with Xero. As mentioned above, integration between Xero and Zoho Sheet allows users to import invoices directly from Xero to Zoho sheet for further analysis. This integration helps users process their accounting work faster and without much effort. The fact that Xero allows users to do their accounting work from anywhere at any time on any device has made it popular among all types of businesses (whether they are big or small. On the other hand, Zoho sheet provides its users with flexibility to create, edit and share documents from anywhere at any time on any device with its cloud-based platform. Therefore, integrating the two platforms gives users access to a wider range of features and functionalities that would otherwise be difficult if not impossible to access. (Zoho Sheet)

Benefits of Integration of Xero and Zoho Sheet

Integration of Xero and Zoho Sheet gives users a wide range of benefits. Here are some of the benefits that have been highlighted by Zoho sheet itself:

  • Users can import invoices directly from Xero into Zoho sheet for further analysis with their team. This helps them make better use of their time because they don’t have to hunt through emails to find the details of each invoice or manually enter them into their spreadsheets. 2. Users can export data from the Xero platform to Zoho sheet for further analysis and cplaboration with their team. This gives them greater contrp over their data because they can now analyse data to make decisions instead of relying upon someone else’s analysis. 3. Users can create duplicate copies of each invoice in Zoho sheet so that they never lose sight of where each invoice comes from and what it’s related to in their business. 4. Users can download CSV files for each invoice into Microsoft Excel or Google Sheets so they can view the data at any time on any device without an internet connection. 5. Users can track expenses like travel costs, freight charges etc directly in Xero then quickly import these transactions into Zoho sheet for analysis with their team (Zoho Sheet)

The process to integrate Xero and Zoho Sheet 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.