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Interact with Xero directly from Zoho CRM
Interact with Xero directly from Zoho CRM
What is Xero AppiWorks?
What is Xero AppiWorks?
Xero AppiWorks for Zoho CRM is a Zoho CRM extension that connects Zoho CRM with Xero. It helps users export data from Zoho CRM to Xero, import data from Xero to Zoho CRM, and view relevant Xero information directly inside Zoho CRM.
Why do you need?
Why do you need?
If you want to keep Zoho CRM and Xero aligned while reducing manual work, Xero AppiWorks gives you a simple way to automate data movement and improve visibility across both systems.
Key Features
Key Features
✅ Auto Interaction: Automatically create records in Xero when a new contact, lead, or other Zoho CRM record is created.
✅ On-Demand Interaction: Send selected Zoho CRM records to Xero whenever needed.
✅ Bulk Import: Import data from Xero into Zoho CRM with a guided setup.
✅ View Contextual Data: Show related Xero data inside the Zoho CRM module interface.
✅ Configurable Services: Build flexible automation for export, import, and view workflows between Zoho CRM and Xero.
How does it work?
How does it work?
Use the setup flow to connect Zoho CRM with Xero, choose the workflow type, map fields, and run the service manually or on a schedule.
Sample Use Cases
Sample Use Cases
Customer master data: Export Zoho CRM Contacts/Accounts → Xero Contacts, and import Xero contact updates back to Zoho CRM so customer and billing details stay aligned.
Invoice and payment reconciliation: Export Zoho CRM Invoices → Xero Invoices, then import Xero Payments / invoice status → Zoho CRM Invoices so sales teams can see payment progress without switching tools.
Product and item catalogue: Export Zoho CRM Products → Xero Items, or import Xero Items → Zoho CRM Products, to keep item master data consistent for quotes and billing.
Quote handoff: Export Zoho CRM Quotes → Xero Quotes, and bring quote updates back when needed so approved proposals move cleanly from sales to accounting.
Contextual record view: Show Xero Contacts, Invoices, Payments, Items, Quotes, or Purchase Orders inside the matching Zoho CRM record so users can review accounting history without leaving CRM.
Installation
Installation
Go to Zoho Marketplace.
Search for Xero AppiWorks.
Click on Install Now.
A dialog will be displayed asking you to agree to the Zoho Marketplace Terms of Service and the vendor's Privacy Policy.
Review and accept the terms, then click Continue.
Select the users or profiles who should have access to the extension. The extension will be visible only to the selected users/profiles.
Click Confirm to complete the installation.
The extension will be added to your Zoho CRM account, and you will receive a confirmation email from Zoho Marketplace.
Setup
Setup
After the installation is complete, sign in to Zoho CRM.
Once installed, expand the Apps section in the left sidebar, search for or select Xero AppiWorks, and click it to open the extension dashboard and related modules. Select "Xero AppiWorks" from the listed modules.
You will be redirected to the Xero AppiWorks landing page.
Click Get Started to proceed to the connection section.
if you do not have the Zoho connection or Xero connection already established, you will be taken to the setup page for setting the connections.
Click on "Edit connection".
For Zoho, you will have Authorize with Zoho CRM button to establish the connection with Zoho CRM.
For Xero, you will have Authorize with Xero button to establish the connection with Xero. For Xero, once authorized, you additionally need to select Xero Tenant Id.
Once connections are established, click on "Next: Select Services". You will be presented with list of template services. You can choose and customize it to your liking.
Or click "Finish Setup".
If this is your first time using the extension, click "Explore Services".
If you already have existing services and executions, click "Go to Dashboard"
How to create an Export service?
How to create an Export service?
Give a name to your automation service.
Choose the Automation type.
Click on Next
Choose a Zoho CRM module from which you want to export data into Xero.
Click on Next
Choose the Connection Or Create a new connection.
Choose an Object from Xero.
Click on Next
Click on the + Add button to create a new mapping between the Zoho module & Xero object.
Click the icon next to + Add for the Intelligent/ Automatic mapping.
Click on Next
Choose an App Field.
Choose the mapping type.
Choose the Source field (selected Zoho CRM module fields).
Template mapping type supports multiple field insertions with a message (see eg. on the right side)
You can add multiple fields by clicking on three dots symbol for the templated type (shown on the right side)
Click on Add to add the mapping
Choose your preferred mode of export
If you choose "Quick Export", after clicking "Preview Data", you will see list of Zoho CRM records, ready to be exported
If you choose "Scheduled Export", you will see scheduler configurations
If you choose "Auto Export", your Zoho records will be automatically exported to Xero whenever a new record is created or existing record is edited.
Lastly, you get the Final Configuration step.
Switch on the Enable Manual Export Execution if you want to export inside the Zoho CRM module page also.
Activate the service by switching on the final switch.
Click on the Save Service button to save the service in your workspace.
Notes:
Service execution will happen in three ways. Automatic, Manual, or Scheduled based on your selected export type.
Service is required to be active for either automatic, manual, or scheduled execution.
Automatic execution will happen when the user either creates or edits a record for that module configured in that service.
Manual execution is done through a custom button Xero AppiWorks located in that module, configured with service by selecting records or the editing/creation page.
How to execute export service manually?
How to execute export service manually?
In manual execution, you can execute services for multiple records.
Go to the Zoho CRM module tab (eg. Invoices).
Select the records and click on the Xero AppiWorks button.
Services created for the module and enabled for manual execution are listed on the Xero AppiWorks manual tab.
Click on the corresponding service Execute button to execute the service for the selected records.
After the execution of the service, the execution response will be embedded below the service.
How to create an Import service?
How to create an Import service?
Choose the Automation type as Import
Click on Next
Choose a Zoho CRM module into which you want to import data.
Click on Next
Choose the Connection Or Create a new Connection.
Choose an Object from Xero.
Click on Next
Do the mapping between the Zoho module and Xero object fields.
For the steps, you can follow the same steps as mentioned for the export service in the above section.
You will also need to map the line item level fields for objects that involve line items.
Click on Next
Setup Data Filter opens up many useful configurations
Firstly, "Update matching records", which ensures your synced data in Zoho is updated rather than duplicated when importing from Xero.
In this step, you will also get the option of choosing mode of Import - Quick Import or Scheduled Import
You can apply filters on your Xero data before importing.
In case of Quick Import, you will be shown a table of Xero's data, from which you can select one or more rows to import.
Then you can instantly import the data on click of Import Now button.
Scheduled import will run at regular intervals based on your configured schedule or at a specific time only once.
You can choose to import new records from Xero into Zoho or the modified records.
Click on Next
Finally, activate and save the service in the final step.
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