FAQ - ZohoCRM 2 Xero
If this FAQ doesn't provide you with a solution then please email with your issue.
Providing the following along with your problem will place us in the best possible position to help you.
Providing the following along with your problem will place us in the best possible position to help you.
- Description of the error
- Screenshots of the error and/or
- Screenshot of the error log
Be aware that priority support requests are handled in the order that they are received. Please allow sufficient time for a support representative to review your request and respond accordingly. Our usual response rate is 1-2 business days depending on the volume of support requests at the the time.
Our support hours are Monday through to Friday, 9am to 7pm AEST, excluding public holidays.
Q1. How much does the plugin cost?
It costs $50 USD per/month/organisation. For Zoho CRM To Xero, we offer 15% off for yearly subscription.
Q2. Can I try this before I subscribe?
When you sign up here you will get a 10-day trial!
- Zoho CRM to Xero - Trial Sign up
Q3. How can I set it up?
After install the plugin you just need to go through a simple setup process. Please find our setup guide here. You also can take a look at the instruction video for more help. After finishing the simple setup process our extension portal will be ready to sync your data in no time.
Q4. What does it sync between the two applications?
"Note: This extension only support syncing one Xero organization with one single Zoho account."
Q5. Does it sync Xero payments?
Yes, it does the sync. Each application has its own set of logic. Once an invoice has been synced from Zoho CRM to Xero it follows the Invoice Status.
XERO | COMMENT |
AWAITING PAYMENT | In Xero, Client approved invoice status - Cant sync from Zoho anymore as Xero locks it |
AWAITING APPROVAL | Can change in Zoho |
PARTIAL PAYMENT | Can't change in Zoho CRM as Xero locks it |
PAID | Can't change in Zoho CRM as Xero locks it |
In CRM you can create a view which will show what has been paid, not paid, partially paid.
Q6. How does the plugin work - where is my data stored for the validation?
Q7. How often does it sync?
- You can sync it anytime subject to Zoho API usage limit.
- You can setup the auto sync schedule as per your requirements, maximum 10 times per day.
Q8. Why do we need to provide Xero access?
Firstly, This plugin does require additional setup aside from the initial installation. You can do the setup by your own by following our Setup guide or video.
Secondly, If you are having any issue to finalize the setup and want us to do the additional setup for you, we need to access to your Xero account. Our plugin relies on having a "Advisor level User" ie, developer@oscillosoft.com.au within your organization to pass information back and forth between Xero and Zoho. The User access is combined with your Zoho Admin access to create a private app to enable the synchronization between the two systems.
In second case, you can not delete the advisor invitation after finishing the setup. If you delete the advisor user the plugin will stop working.
Secondly, If you are having any issue to finalize the setup and want us to do the additional setup for you, we need to access to your Xero account. Our plugin relies on having a "Advisor level User" ie, developer@oscillosoft.com.au within your organization to pass information back and forth between Xero and Zoho. The User access is combined with your Zoho Admin access to create a private app to enable the synchronization between the two systems.
In second case, you can not delete the advisor invitation after finishing the setup. If you delete the advisor user the plugin will stop working.
Q9. What kind of user access should I provide?
For us to correctly setup your Zoho2Xero plugin we require the following:
Xero User access: Advisor level permission
This user access is required for the setup process and must remain afterwards. You can check How to send Xero invitation
Zoho User access: Admin level permission
This user access is only required for the setup process.
Continuing to provide us access allows us to more easily help during issues
Q10. How is my data handled?
The information is not directly sent from one system to another. The data is processed in our secure cloud servers in order to maintain a proper syncing process. SaasPlugin understand the importance of your data and will only hold your information for 30 days before it is automatically deleted.
Q11. Why does SaasPlugin need to hold my data?
The information on our servers allows SaasPlugin to monitor for any changes and ensure we know when to update your data. It is also used to provide you with a sync log in your integration portal so you know exactly what you have synced and when.
This information will only be kept for 30 days and automatically deleted after then.
Q12. Can we sync data using multiple Xero account?
Related Articles
FAQ - Zoho CRM 2 Canvas
Here is a handy FAQ that we've created to handle some common queries and issues. Hopefully, you will discover the answer to your questions here. Q1. What are the basic requirements for this extension? In order to use the Zoho CRM 2 Canvas extension, ...FAQ - Blackboard LMS for Zoho CRM
Q1. What are the basic requirements for this extension? In order to use the Blackboard LMS for Zoho CRM extension, you will need - An active Zoho account An active Blackboard account Q2. What is the price of the Blackboard LMS for Zoho CRM extension? ...Syncing issues with Zoho CRM to Xero extension
Overview From this point, we are assuming you have set up your Zoho CRM to Xero extension. If you haven't, you can easily set up by following this guide here Installation and Setup Guide Plugin portal URL Duplicate Data Before discuss the sync ...Demo - ZohoCRM 2 GoogleDrive
You can see a complete introduction of this plugin in this video. In this video you can see - How to find the extension from Marketplace? How to install? How to Setup? How to use? With the Google Drive extension you can choose the desired location, ...How to send Xero invitation
To get started all we need is for you is to provide access to Zoho CRM and invite us to Xero. Here's a step-by-step Setup Guide: STEP 1: Login to XERO using https://login.xero.com STEP 2 : Select the organisation you wish to setup the plugin for. If ...