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Quickly connect Xero to Zoho Books with a Zapier template.

Our most popular template

Create Xero invoices from new Zoho Books sales invoices
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Zoho Books + Xero
Manage new Zoho Books expenses by creating bills in Xero
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Zoho Books + Xero
Create new Zoho Books estimates from new Xero quotes
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Xero + Zoho Books
Create new Xero sales invoices from new Zoho Books sales invoices
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Zoho Books + Xero
Create or update contacts in Xero for new customers in Zoho Books
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Zoho Books + Xero

Create Xero invoices from new Zoho Books sales invoices

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Zoho Books + Xero

Manage new Zoho Books expenses by creating bills in Xero

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Zoho Books + Xero

Create new Zoho Books estimates from new Xero quotes

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Xero + Zoho Books

Create new Xero sales invoices from new Zoho Books sales invoices

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Zoho Books + Xero

Create or update contacts in Xero for new customers in Zoho Books

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Zoho Books + Xero

How Zapier works

Zapier makes it easy to integrate Xero with Zoho Books - no code necessary. See how you can get setup in minutes.

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A trigger is the event that starts your Zap—like a "New Bank Transaction" from Xero.

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An action happens after the trigger—such as "Create Customer" in Zoho Books.

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Zapier seamlessly connects Xero and Zoho Books, automating your workflow.

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Frequently Asked Questions about Xero + Zoho Books integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Xero and Zoho Books

Can I automatically create invoices in Zoho Books when I approve them in Xero?

Yes, you can set up a trigger in Xero for whenever an invoice is approved. Our integration will then ensure that this action triggers the creation of a corresponding invoice in Zoho Books.

Is it possible to sync customer information between Xero and Zoho Books?

Absolutely, whenever you add or update a customer in Xero, we can trigger an action to replicate those changes automatically in Zoho Books, ensuring your customer data is always up-to-date across both platforms.

Can payment status updates be reflected between Xero and Zoho Books?

Yes, when a payment is received or updated in Xero, we're able to trigger a corresponding update in Zoho Books so the payment status stays consistent across both systems.

Will we be able to integrate expense reports from Xero into Zoho Books?

You can initiate a trigger when an expense report is finalized in Xero. This will allow us to push that data through to create corresponding expenses in Zoho Books.

How do I handle duplicate entries when synchronizing data between the two platforms?

Our integration setup includes options for handling duplicates. You can specify whether new records should overwrite existing ones or simply ignore duplicates during synchronization between Xero and Zoho Books.

Can I set up automatic journal entry posting from Xero to Zoho Books?

You can automate journal entries by creating rules that trigger an action every time a journal entry is made or updated in Xero, replicating it effortlessly into your Zoho Books account.

What happens if there's an error during the data synchronization process?

If an error occurs during synchronization, our system flags it immediately so you can review and correct any issues promptly. We aim to ensure seamless communication between your platforms with minimal disruption.

Practical ways you can use Xero and Zoho Books

Copy new Zoho Books sales invoices to Xero.

Business owners can save time by syncing financial data across platforms. When a new sales invoice is created in Zoho Books, Zapier can automatically create the same invoice in Xero. This ensures consistent records and reduces manual entry errors, keeping finances streamlined and accurate.

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Flag overdue Xero invoices in Zoho Books.

IT teams can track overdue payments efficiently by using automation. When a sales invoice in Xero becomes overdue, Zapier can notify Zoho Books by tagging or listing these invoices. This transparency helps maintain financial clarity, improve cash flow management, and save time.

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Update Zoho Books customers from Xero contacts.

When a new contact is added to Xero, Zapier can automatically create or update the corresponding customer details in Zoho Books. This ensures marketing teams always have accurate records for campaigns, eliminating data silos and enhancing audience targeting.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Organization
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- Organization
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- Organization
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Trigger
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- Organization
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- Days_overdue
  Required
Trigger
Polling
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- Trigger_info
- Organization
  Required
- PayRun Status
- PayRun Period Start Date
- PayRun Period End Date
Trigger
Polling
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- Organization
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- Status
Trigger
Polling
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- Organization
  Required
- Payment_type
Trigger
Polling
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- Organization
  Required
Trigger
Polling
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- Organization
  Required
- Status
- Change
- Contact
- Trigger_preference
- Copy
Trigger
Instant
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- Organization
  Required
- Invoice
  Required
Action
Write
- Organization
  Required
- Item Code
  Required
- Name
  Required
- Description
- Is Sold
  Required
- Sales Unit Price
- Sales Account
- Sales Tax Type
- Is Purchased
  Required
- Purchase Description
- Purchase Unit Price
- Purchase Account
- Purchase Tax Type
- Is Tracked
  Required
- Inventory Asset Account
- Cost of Goods Sold Account
Action
Write
- Organization
  Required
- Transaction_type
  Required
- Contact
  Required
- Bank Account
  Required
- Date
Action
Write
- Organization
  Required
- Contact Name
  Required
- Account_number
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Write
- Organization
  Required
- Type
- Contact
  Required
- Date
Action
Write
- Info
- Organization
  Required
- First Name
  Required
- Middle Names
- Last Name
  Required
- Date of Birth
  Required
- Title
- Email
  Required
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
Action
Write
- Organization
  Required
- Contact_name
  Required
- Primary Person - Email
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Line_items_type
- Item Code
- Line_description
  Required
- Line_quantity
  Required
- Line_unit_amount
  Required
- Line_account_code
- Line_tax_type
- Line_tracking
Action
Write
- Organization
  Required
- Invoice_type
- Document ID or Number
  Required
- Paid To
  Required
- Date
- Currency_rate
- Amount
  Required
- Reference
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Delivery_date
- Order Number
- Reference
- Branding_theme
- Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Status
Action
Write
- Info
- Organization
  Required
- Employee
  Required
- First Name
  Required
- Middle Names
- Last Name
  Required
- Date of Birth
  Required
- Title
- Email
  Required
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
Action
Write
- Info
- Organization
  Required
- Invoice ID
  Required
- Contact
  Required
- Status
- Date
- Due_date
- Expected_payment_date
- Reference
- Branding_theme
- Url
- Currency
- Sent_to_contact
- Attachments
- Document ID or Number
  Required
- Amounts Are
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- Url
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
  Required
- Email
Action
Search
- Organization
  Required
- Invoice ID
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Is Sold
  Required
- Is Purchased
  Required
- Name
  Required
- Item Code
  Required
Action
Search or write
- Organization
  Required
Trigger
Instant
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- Status
- Organization
  Required
Trigger
Instant
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- Organization
  Required
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact_name
  Required
- Company Name
- Primary Person - First Name
- Primary Person - Last Name
- Email
- Website
- Phone
- Mobile
- Billing Address Address
- Billing Address City
- Billing Address Zip
- Billing Address State
- Billing Address Country
- Billing Address Fax
- Shipping Address Address
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Fax
- Shipping Address Zip
- Payment Terms
- Notes
- Vat Treatment
- Tax Treatment
- TRN Number
- Place of Supply
Action
Write
- Organization
  Required
- Customer Name
  Required
- Document ID or Number
  Required
- Date
- Due_date
- Payment Terms
- Discount
- Exchange Rate
- Contact Name
  Required
- Full Line Items Description
- Full Line Item Quantity
  Required
- Full Line Item Rate
  Required
- Full Line Items Discount
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- Vat Treatment
- Tax Treatment
- Reference Number
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- Url
- Query string parameters
- Additional request headers
- Body
Action
Write

- Organization
  Required
- Status
Trigger
Polling
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- Organization
  Required
- Status
- Type
Trigger
Polling
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- Organization
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- Report Type
  Required
Trigger
Polling
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- Organization
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- Payment_type
Trigger
Polling
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- Organization
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- Project State
Trigger
Polling
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- Organization
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- Status
Trigger
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- Organization
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- Status
Trigger
Instant
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- Organization
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Trigger
Polling
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- Organization
  Required
Trigger
Polling
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- Organization
  Required
- Invoice ID
  Required
- Note
  Required
Action
Write
- Organization
  Required
- Credit Note ID
  Required
- Invoice ID
  Required
- Amount
  Required
Action
Write
- Organization
  Required
- From Account
  Required
- To Account
  Required
- Amount
  Required
- Date
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Is Sold
  Required
- Is Purchased
  Required
- Name
  Required
- Item Code
  Required
Action
Write
- Organization
  Required
- Contact_name
  Required
- Primary Person - Email
- Contact_account_number
- Primary Person - First Name
- Primary Person - Last Name
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Contact Address Type
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact_tax_number
- Bank Account Number
- Contact_number
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Line_items_type
- Item Code
- Line_description
  Required
- Line_quantity
  Required
- Line_unit_amount
  Required
- Discount %
- Discount Amount
- Line_account_code
- Line_tax_type
- Line_tracking
Action
Write
- Organization
  Required
- Contact
  Required
- Project Name
  Required
- Deadline for the project
- Project Estimate
Action
Write
- Organization
  Required
- Contact
  Required
- Repeated Invoice Schedule
- Invoice Creation: Frequency Type
  Required
- Invoice Creation: Frequency (Period)
  Required
- Due Date Type: Payment Terms
  Required
- Set Due Dates (Days)
  Required
- Start Date:
  Required
- End Date
- Status
- Currency
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line_items_type
Action
Write
- Organization
  Required
- Purchase Order
  Required
- Contact
- Update Method for Line Items
- Date
- Delivery_date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected_arrival_date
Action
Write
- Organization
  Required
- Resource type
  Required
- File
  Required
Action
Write
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Include Online Invoice URL
Action
Search
- Organization
  Required
- Search_by
  Required
- Contact Name
  Required
- Account_number
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Search or write
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Customer Name
  Required
- Estimate Number
- Date
- Expiry
- Contact Name
  Required
- Full Line Item Rate
  Required
- Full Line Item Quantity
  Required
- Full Line Items Discount
- Full Line Items Description
- Exchange Rate
- Estimate Notes
- Send
- Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Contact Name
  Required
- Full Line Items Description
- Full Line Item Rate
  Required
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write
- Organization
  Required
- Document ID or Number
  Required
Action
Search

Learn how to automate Xero on the Zapier blog

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.

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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.

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Accounting Zoho

Connect Xero to Zoho Books on the world's largest no-code automation platform

Explore Xero + Zoho Books Integrations

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Connect Xero and Zoho Books to unlock the power of automation

Set up your first integration

Create Xero invoices from new Zoho Books sales invoices

Manage new Zoho Books expenses by creating bills in Xero

Create new Zoho Books estimates from new Xero quotes

Create new Xero sales invoices from new Zoho Books sales invoices

Create or update contacts in Xero for new customers in Zoho Books

Create Xero invoices from new Zoho Books sales invoices

Manage new Zoho Books expenses by creating bills in Xero

Create new Zoho Books estimates from new Xero quotes

Create new Xero sales invoices from new Zoho Books sales invoices

Create or update contacts in Xero for new customers in Zoho Books

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about Xero + Zoho Books integrations

Practical ways you can use Xero and Zoho Books

Copy new Zoho Books sales invoices to Xero.

Flag overdue Xero invoices in Zoho Books.

Update Zoho Books customers from Xero contacts.

Supported triggers and actions

Learn how to automate Xero on the Zapier blog

5 ways to use the Zapier Xero integration

Connect Xero to Zoho Books on the world's largest no-code automation platform

Explore Xero + Zoho Books Integrations

Explore Xero + Zoho Books Integrations