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Step by Step Setup Guide
Overview This guide is designed to give you a detailed and comprehensive rundown of the Zoho CRM 2 Xero extension portal setup process. If any questions or confusions arise throughout the course of this guide, please send an email to ...
Overview and Demo
This article will show you an overview of the whole plugin features, facilities, and benefits - You have Zoho CRM for your sales and marketing, and you use Xero for your accounting. So how do you keep both applications synced without doing it ...
How to create SAASU Account and give full access
What we need to setup your account of Saasu2Zoho and can do required few customization and settings - 1. Full access in to SAASU and 2. Administrator Credentials of your Zoho CRM (Login user name and password) How to create SAASU Account and give ...
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 You can install the trial version or buy the extension directly by clicking the Buy ...
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 ...