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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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Xero
Xero logo
Xero
1. Choose trigger event
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Zoho Books
Zoho Books logo
Zoho Books
2. Choose action
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1. Select the event
Setup
Test
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Xero
Choose a trigger event

Choose a trigger

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

Add your action

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

You’re connected!

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

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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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.

Business Owner
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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.

IT
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.

Marketing & Marketing Ops

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
      Required
    Trigger
    Polling
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    • Organization
      Required
    Trigger
    Polling
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    • Organization
      Required
    • Days_overdue
      Required
    Trigger
    Polling
    Try It
    • Organization
      Required
    • Status
    Trigger
    Polling
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    • Organization
      Required
    • Status
    • Type
    Trigger
    Polling
    Try It
    • Organization
      Required
    • Report Type
      Required
    Trigger
    Polling
    Try It
    • Organization
      Required
    • Payment_type
    Trigger
    Polling
    Try It

Learn how to automate Xero on the Zapier blog

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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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