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Xero + Zoho Books Integrations

How to connect Xero + Zoho Books

Zapier lets you send info between Xero and Zoho Books automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Supported triggers and actions

What does this mean?
  • Xero triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Scheduled
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    • Quote Status

      If left empty, Zapier will trigger on all new quotes, regardless of status.

    Trigger
    Scheduled
    Try It
    • Status

    Trigger
    Scheduled
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  • Xero triggers, actions, and search

    New Expense Claim Receipt

    Triggers when you add a new draft expense claim receipt.

    Trigger
    Scheduled
    Try It
    • InvoiceRequired

    • Item Code

      You must provide either an Item Code or both a Description and a Unit Price.

    • Description

      If no Item Code is provided, this field is required.

    • QuantityRequired

    • Unit Price

      If no Item Code is provided, this field is required.

    • Discount %

    • Account

    • Tax Rate

      Only specify if you want to override the default tax type for the account above.

    Action
    Write

How Xero + Zoho Books Integrations Work

  1. Step 1: Authenticate Xero and Zoho Books.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
Learn more

Related categories

  • Accounting

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zoho-books logo
zoho-books logo

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Related categories

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