ZOHO CRM Integration
with XERO:
Purpose: Integrate Zoho CRM and Xero systems to eliminate data re-entry and ensure both systems have real time updated data.
Part 1 Contact 2 way sync:
Existence check and create if doesn't exist (unique ID based on business rules)
Create Customer in Xero and map fields
Create Primary Person in Xero Contact
2 way updates for mapped fields
Part 2 Invoice creation and 2 way update:
Created in Xero from Invoice.
Invoice can be draft or approved in Xero using GL and Tracking Codes
Pull Invoice record upon approval to Books/Billing and associate with Company/Contact
When invoice is marked as 'paid' in Xero push the payment details to Zoho Invoice record and update status as PAID
Development starts at $3000
Connector subscription $180 per annum, charged annually
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