Installation Process

Installation Process

Installing Zoho CRM 2 Xero

You can install the product from marketplace directly with the below link 

Installation Link - https://marketplace.zoho.com/crm/xero2zoho

  1. You can install the trial version or buy the extension directly by clicking the Buy Now Button 

  2. Agree to the "Terms of Services of Zoho Marketplace" and press "Continue"
  3. Please agree with 'Terms of Service' and 'Data Access Authorization' as extension required; then click Continue to Install.

  4. Choose Users/Profiles


    Install for admin only - The extension will be installed in Zoho CRM only for the users with the administrator profile. 
    Install for all users  (Recommended)  - The extension will be installed in Zoho CRM for all users. 
    Choose profiles - The extension will be install automatically for the specified users.

    Please choose your options wisely. You cannot change this later without reinstalling the plugin (thus losing your data in the process).  
    We recommend installing for all users. If needed, features can be hidden from users later. 
    Click the Confirm button.


    Installation Done!

    You have to do some necessary setup before use the extension or start the sync process. Please find the setup guide here. 




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