Sometimes you can have error messages to sync your module. Basically the extension created based on few rules, so there are few required fields you have to fill up, without required data it won't sync and you will get error message. Don't panic, just read the error message carefully, you will get 50% answer in the error message for rest 50% answer just follow this guide.

Contact Sync:

Please be mindful about below issues while you are creating a contact and want to sync.

 

"Last Name" of CRM Contacts module is a mandatory field. We have recommended that, please put primary contact first & last name in order to successful synchronization. If there is no first & last name then records (Accounts & Contact, invoices and purchase orders associated with those accounts & contacts) will not sync to CRM.

If you assign multiple contact to any invoice/purchase order please set a primary contact one of them and the contact should be active. Please be mindful primary contact is mandatory field for sync  invoice/Purchase order.

Product Sync:

Xero General Ledger 

This information is mandatory to sync your product. Those information would get auto-populated when creating a new product in your Xero portal. You do not need to add those information manually.

If you create a product in CRM manually or through any rule, you need to put those information manually. No need to fill all the fields, the mandatory fields are Account Name  and Tax Rate  (If you are sale the product put the sales account Name If you purchase the product fill the purchase/expense account name) . You can put the Account ID as well but not mandatory.

You can get that information in your CRM at the "Xero COA's and Taxes" tab.

If you can't understand please check below reference table.

After fill up the Xero General Ledger fields try to sync again.

How Tax works with this plugin -

All kinds of tax should be Exclusive, Inclusive tax doesn't work with this plugin. So please set Tax to 'Tax Exclusive' for invoices and purchase order both.

 

Product and Service and Item code -

In simple terms, Products are any goods or services sold or procured by your business.

In Xero,    under the Products Module, you can have two types of Products based on whether or not they have an Item code. Products with a code are defined as Items & Products without a code are Services.

In Xero, a Product doesn’t require an Item Code. A line Item is all you need to define it.
 

In the Zoho CRM however, the Products Module only has one type of Product and they all have a Product Code (Item Code equivalent in Zoho)

Now, as the sync connects The Products modules in both apps, it needs both Xero & Zoho CRM to register the Product. This means it won’t work unless all Products are assigned their respective codes.

Finally, if you get confused just remember you need to add Product/Item code for each and every Product/Item otherwise it won't sync!

If you don't want to sync any particular data to Xero (like a product, invoice, purchase order)

There is a field called 'Add to Xero' this field will be checked by default once you create any product/invoice. If you don't want to sync any specific data please untick the 'Add to Xero' field.

Invoice status  -

You have to map all the status of your invoice in the extension, you have created in your CRM. If you do not map any status that invoice will not sync. Other hand if you leave the status filed blank that invoice will not sync as well. Basically, all of the invoices will be filtered before syncing through the extension portal.

  The Status Mapping settings in the plugin -
 

Invoice Status field in CRM -

Sync Options:

There ate 2 types of sync available in the extension.

1. Manual Sync (Through Extension portal and CRM)

2. Automatic Sync (Extension portal)

Manual Sync through CRM directly -  There is a sync button in CRM to sync Accounts, Contacts, Products, invoices, and purchase orders. There is no sync button available in Xero.  

 You can sync Xero modules manually from the Plugin manual sync option. Please login into  https://xero2zoho.saasplugin.com.au/  and go to manual sync

The auto-sync function is available in Plugin, you can set the auto-sync time as per your requirement.