Install & Setup
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. Just follow these easy steps as shown in the video and you'll be ready in no time. Here's a step-by-step Setup Guide: STEP 1: Login to XERO using ...
Overview Now that you have installed Oscillosoft's Zoho CRM 2 Xero extension you must be wondering how to actually sync your records between the two applications. We're happy to tell you that with our custom made portal, syncing is extremely easy to ...
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 ...
Tax setup for Xero2CRM plugin
Tax is a vital part of a business. The Xero2CRM plugin, syncing products, invoices, and Purchase orders/bills between two portals (Zoho CRM and Xero). To manage your tax constantly in the whole process, required a few settings in both portal and the ...
Our plugin has 2types of field mapping available. 1. Automatic Field Mapping This feature is very handy to setup the plugin, by this feature you can mapped all required fields within a single click. Please be advised, in this process only predefine ...