How to Use
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 ...
Sync Invoice without tax
Firstly, make sure, GST free income is mapped correctly in the extension portal. Now follow below steps to create a product and select the tax in the invoice. Step 1: Select No tax – 0.0% in product You should select all the tax option so you will be ...
How Zoho and Xero handles auto Invoice number
Auto Invoice number rules between Zoho n Xero Plugin Each application has its own set of rules in regards to the "auto invoice number" field. On creating a new invoice Zoho creates the invoice number incrementally. This can not be changed or amended ...
How to sync CRM Contact
The most important function of the contacts module in Zoho CRM is that they can be used for both customers' acquisitions as well as procurement of products from the vendors. Contacts can be related to an account as well as vendors according to your ...
How to sync CRM Account
In Zoho CRM, you can create accounts by: Entering data in the account details form: Importing Leads from external source: Converting Lead to Account: How to create Accounts Individually In the Accounts module, click “Create Account” button to add a ...
How to sync CRM Invoice
You can create an invoice in CRM by either cloning an existing invoice or filling in the details in the invoice creation form. How to create Invoice Individually Click the (+) Create Invoice icon in the Invoices module. Enter the invoice details in ...
How to sync CRM Product
In Zoho CRM, you can manage your company- wide products that are sold to the customers as well as procured from vendors. How to create Individual Product In the Products module, click [ New Product icon]. In the Create Product page, enter the product ...
How to sync CRM Purchase Order
In the Zoho CRM system, you can store purchase order details by entering data into the Purchase Order form. How to create Purchase Order In the Purchase Orders module, click [ New Purchase Order icon]. In the Create Purchase Order page, enter the ...
List of mandatory fields in CRM
There are key fields that are created inside Zoho CRM which are connected to the Xero plugin. These fields must not be deleted or the plugin won't work. Modules Field Names Accounts Default Sales Account Sales Discount % Invoices Due Date (Day) ...
Sync your past/historical data
You will get the facility of syncing your past 30 days of data. To sync your past data login to your Plugin Portal. From the right sidebar, go to “Sync > Manual Sync”. Select your desired Module and Sync Mode from the “Sync Options” section (upper ...
How Zoho Contacts and Accounts works with the Xero Contacts
Contacts exist in both Zoho and Xero platforms. However, their structure is not the same. In Zoho, Contacts and Accounts are two different modules but they are correleted. If you create a contact in Zoho that has to be assigned to an account in the ...
Primary Contact selection
Primary Contact selection is another mandatory approach that you have to follow to ensure a successful sync.In Zoho, if you assign multiple contacts under a single account, then one of the contacts must be selected as Primary.
Usage of the “Tax Exclusive” option
When you create an Invoice in Xero, your ‘Amounts are’ option must be selected as “Tax Exclusive” from the drop-down.