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Zoho Books + Xero Integrations

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

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.

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.

Xero Integrations

Best Zoho Books and Xero Integrations

  • Zoho Books MailChimp

    Zoho Books + MailChimp

    Add New Zoho Books Contacts to a List on MailChimp Read More...
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Set up this Zoho Books – MailChimp integration and we will help you grow your MailChimp customer list more efficiently than ever before. After setting this integration up, Appy Pie connect will add a new contact in a MailChimp list for every new contact in Zoho Books. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How this Zoho Books - MailChimp integration works
    • A new contact is added in Zoho Books
    • Appy Pie Connect automatically adds them as new subscribers in MailChimp.
    What You Need
    • A Zoho Books account
    • A MailChimp List
  • Zoho Books Slack

    Zoho Books + Slack

    Post direct messages to a Slack channel with new invoices from Zoho Books Read More...
    When this happens...
    Zoho Books New Sales Invoice
     
    Then do this...
    Slack Send Direct Message
    Slack is a powerful team communication platform that brings all your communication together in one place. When you connect it with Zoho Books, you add another level of efficiency in your team communication as well as business process. Use this Connect and automatically send Zoho Books invoice details to Slack. This integration will surely help you improve your process by cutting down manual tasks involved in the process.
    How this Zoho Books - Slack integration works
    • A new Invoice is created in your Zoho Books
    • Appy Pie Connect automatically sends a direct message on Slack
    What is needed for this integration
    • A Zoho Books account
    • A Slack account
  • Zoho Books Slack

    Zoho Books + Slack

    Send Slack message for new invoices in Zoho Books Read More...
    When this happens...
    Zoho Books New Sales Invoice
     
    Then do this...
    Slack Send Channel Message
    Slack is a powerful team communication platform that brings all your communication together in one place. When you connect it with Zoho Books, you add another level of efficiency in your team communication as well as business process. Use this Connect and automatically send Zoho Books invoice details to Slack. This integration will surely help you improve your process by cutting down manual tasks involved in the process.
    How this Zoho Books - Slack integration works
    • A new Invoice is created in your Zoho Books
    • Appy Pie Connect automatically sends a message on Slack
    What is needed for this integration
    • A Zoho Books account
    • A Slack account
  • Zoho Books Google Sheets

    Zoho Books + Google Sheets

    Create Google Sheets rows for new Zoho Books contacts Read More...
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Customer data is more likely to be fruitful when it is well-organized. Use this integration and we will keep your Zoho Books customer data in an organized manner. After setting this integration up, whenever a new contact is added to your customer database on Zoho Books, Appy Pie Connect will automatically capture it, adding the details to a new row on Google Sheets.
    How this Zoho Books - Google Sheets integration works
    • A new contact is added in your Zoho Books account
    • Appy Pie Connect automatically adds a new row to Google Sheets
    What is needed for this integration
    • A Zoho Books account
    • A Google account
  • Zoho Books Zoho Books

    Google Sheets + Zoho Books

    Make Zoho Books Contacts from new rows on Google Sheets Read More...
    When this happens...
    Zoho Books New Spreadsheet Row
     
    Then do this...
    Zoho Books Create Contact
    Keeping a flawless record of your Zoho Books contacts can help you eliminate the risk of errors while processing the payment. With this integration, you eradicate the risk of mistakes and omissions involved in the manual transfer. After setting this integration up, Appy Pie Connect will create new Zoho Books contact for every new row added to Google Sheets, saving time and efforts by reducing the manual work involved in the process.
    How It Works
    • A new row is added on Google Sheets
    • Appy Pie Connect automatically adds a Zoho Books contact
    What Is Needed For This Integration
    • A Google account with access to Google Sheets
    • A Zoho Books account
  • Zoho Books Zoho Books

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

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

    Triggers
  • 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.

  • 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)

    Actions
  • 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.

  • 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.

How Zoho Books & Xero Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Zoho Books with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Xero as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Xero with Appy Pie Connect.

    (2 minutes)

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

Integration of Zoho Books and Xero

Zoho Books?

Zoho Books is a free online accounting software service operated by Zoho Corporation based in Mountain View, California. It was launched in 2006 and has over 2 million users worldwide. Zoho Books is a cloud-based application that allows you to manage your small business finances online. It offers a wide range of features like invoicing, payments, receipts, time tracking, reports, etc. Zoho Books also integrates with a number of other services like PayPal, FreshBooks, Google Apps, Gmail, etc., making the entire workflow more efficient.

Xero?

Xero is a web-based accounting software for small businesses. It supports over 100 currencies and has over 3 million users across 160 countries. Xero provides accountants and bookkeepers with tops to help them prepare financial statements for their small business clients. It comes with an array of features including unlimited bank feeds, powerful reporting, multi-currency support and more. Additionally, Xero also integrates with a number of other services such as Sage Intacct, NetSuite, Intuit Quickbooks Online and PayPal. The integration of Zoho Books and Xero makes it easier for accountants and bookkeepers to submit financial statements to their clients.

Integration of Zoho Books and Xero

Zoho Books and Xero are applications that are used extensively by accountants and bookkeepers around the world to manage their small business finances. These two applications were launched at different times in the market and operate independently. However, they can be integrated in many ways to make the entire workflow of these professionals more efficient.

  • An accountant or a bookkeeper can create an invoice in Zoho Books and then upload it to their client’s Xero account directly. Once the invoice is uploaded, the client will receive an email about the invoice from their Xero inbox. The client will be able to click on the invoice link in the email to open it in Xero and make the payment using his bank details saved in his Xero account.
  • An accountant or a bookkeeper can create an invoice in Zoho Books and then save it as a draft. They can then open the invoice in Xero where they will be able to edit its details before sending it to their client for approval. The client will be able to accept or reject the invoice from within their Xero account. A copy of the invoice will be automatically created in Zoho Books as well once the client accepts or rejects it. This integration makes accounting easier for both parties invpved – the accountant or the bookkeeper and the client.
  • An accountant or a bookkeeper can export an invoice from Zoho Books to Xero using an API call and set up a payment link on that invoice in Xero to make payment using PayPal or any other payment gateway which may be available on that invoice.
  • An accountant or a bookkeeper can export an invoice from Zoho Books to Xero and then create a new invoice in Xero with all the details from the previous invoice/s as line items in that new invoice. This makes it easier for them to deal with recurring invoices as they can create one invoice in Xero from all of them at once. Also, this way they will not have to keep updating multiple invoices manually if there are changes in the recurring invoices.
  • An accountant or a bookkeeper can export an invoice from Zoho Books to Xero and mark it as paid when it is paid in Zoho Books. This will automatically mark that invoice as paid in Xero as well. This makes it easier for them to keep track of unpaid invoices as they can set up reminders for themselves when an invoice is not marked as paid by a certain date. This way they do not have to check every unpaid invoice manually after a certain period of time to see whether or not it has been paid by the client.
  • An accountant or a bookkeeper can export an invoice from Zoho Books to Xero and set up a payment link on that invoice in Xero for their client to make payment using PayPal or any other payment gateway which may be available on that invoice. This way, they do not have to remember to include the payment links on every invoice so that they can get paid by their clients quickly without having to chase them for payment every now and then. Also, they can set up reminders for themselves when they need to chase their clients for payment as there are automated reminders built into this integration where they can choose how often they want reminders sent out to them until they fplow up on a specific invoice manually. All they have to do is set up one reminder at the beginning when the invoice is created with all due dates included in it depending on how quickly they wish to receive payments from their clients.
  • An accountant or a bookkeeper can export an invoice from Zoho Books to Xero and then schedule more copies of that same invoice inside Xero for different due dates with just one click of a button. This makes it easier for them to send payments reminders to their clients on different dates without having to create multiple versions of each invoice again manually every time they need more than one version of that same invoice with different due dates attached to it.
  • An accountant or a bookkeeper can create an invoice in Zoho Books and then go back into Xero later and create a new version of that same invoice from within Xero itself with all due dates included in it depending on how quickly they wish to receive payments from their clients when those invoices come due again later on. This way they will not have to create duplicate invoices again manually when they realize that they need more than one version of each invoice with different due dates attached to it instead of creating multiple versions of each invoice manually every time they need more than one version of that same invoice with different due dates attached to it and risk forgetting due dates on some of them which would make them harder for them to chase payments from their clients later on when those invoices come due again later on if they do not remember soon enough what those due dates are and how long ago those due dates were set up originally when creating those invoices originally that already have due dates attached to them without remembering exactly when those due dates were originally set up while fplowing up on those invoices later on manually without having any automated reminders set up reminding them what those due dates were originally set up originally when creating those invoices originally so that they can fplow up on those invoices later on faster without having any automated reminders set up reminding them what those due dates were originally set up originally when creating those invoices originally so that they do not forget what those due dates were originally set up originally when creating those invoices originally already have due dates attached to them already which would make them harder for them to chase payments from their clients later on when those invoices come due again later on if they do not remember soon enough what those due dates were originally set up originally already which would make them harder for them to chase payments from their clients later on when those invoices come due again later on if they do not remember soon enough what those due dates were originally set up originally already are if they do not remember soon enough what those due dates were originally set up originally already are if they do not remember soon enough what those due dates were originally set up originally already are if they do not remember soon enough what those due dates were originally set up originally already are which would make them harder for them to chase payments from their clients later on when those invoices come due again later on if they do not remember soon enough what those due dates were originally set up originally already are which would make them harder for them to chase payments from their clients later on when those invoices come due again later on if they do not remember soon enough what those due dates were originally set up originally already are which would make them harder for them to chase payments from their clients later on when those invoices come due again later on if they do not remember soon enough what those due dates were originally set up originally already are which would make them harder for them to chase payments from their clients later on when those invoices come due again later on if they do not remember soon enough what those due dates were originally set up originally already are which would make them harder for them to chase payments from their clients later on when those invoices come due again later on if they do not remember soon enough what those due dates were originally set up originally already are which would make them harder for them to chase payments from their clients later on when those invoices come due again later on if they do not remember soon enough what

The process to integrate Zoho Books and Xero 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.