How to sync CRM Quotes

How to sync CRM Quotes

Quote Synchronization

We are pleased to introduce two-way Quote Synchronisation between CRM and Xero. To enable and configure Quote Sync, please follow the steps below:

1 . Configure Field Mapping

Before syncing Quotes, ensure that the required field mappings have been completed.

Navigate to:

Settings → Field Mapping → Quotes


If you have not already completed the default mappings, you can do so by selecting:

Settings → Webservice Settings → Complete the Required Default Mappings

2. Configure Status Mapping

To synchronise Quote statuses between CRM and Xero:

  1. Navigate to:
    Settings → Status Mapping → Quotes

  2. Click Fetch CRM Quote Statuses.

  3. Click Fetch Xero Quote Statuses.

  4. Select Create Mapping.

  5. Map the corresponding CRM and Xero statuses and Save Status Mapping.


3. Fetch Existing CRM Quotes

  1. To prevent duplicate records during synchronization, fetch existing CRM Quotes before enabling sync.

    Navigate to:

    Settings → Fetch CRM Records



4. Quote Module Availability

The Quote module is now available under the Sync page, allowing users to manage Quote synchronization directly.


How to create Quote

  1. In the Quote module, click Create Quote.[

  2. In the Create Quote page, enter the relevant details

  3. Under the Quote items section, click Add Line Items.

Mandatory fields for sync

Fields that are needed to be filled before syncing in Xero

  1. Client Name: Accounts and Contact name
  2. Quote Items: Select Products
  3. Add to Xero: this field must be enabled

How to sync

From Zoho, sync can be performed two ways

  1. Manual Sync from Zoho CRM: On your Quote record simply click the 'Sync to Xero' button in the top right corner to start the syncing process for that particular record. If you cannot see the 'Sync to Xero' option-click the drop-down arrow in the highlighted section for more actions.

  1. Manual Sync from the Plugin Portal: Login to your Plugin Portal. From the right sidebar, go to “Sync > Manual Sync”. Select “Quotes” Module and your desired Sync Mode. From the “Sync Options” section (upper right corner), enable the “After last Synchronization ran” option and click the “Sync Now” button.


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