Zoho CRM & Xero Integration

Speciality, hosted integration built by our Integration & Zoho CRM experts

The Zoho CRM to Xero integration is deployed and maintained on our securely hosted integration platform called ‘Atlass’. This service is hosted within the Amazon Sydney data centre and manages all integration events between Zoho CRM and Xero.

 Atlass also provides a web-portal that will allow your team to view and monitor integration messages passed between Zoho CRM and Xero. Each message will display a status indicating if the integration attempt was successful or not.

Sync Client Records

Two way synchronisation of client data between Zoho CRM and Xero. This allows for lead and sales pipeline management to occur in Zoho CRM and when the time is right, your client details can be sent over to your Xero via a button click or workflow rule.

Invoice Creation

Streamline your sales process by creating invoices directly into Xero automatically, using data in stored in Zoho CRM. 

Invoice Records in CRM

Bring your invoice data back into Zoho CRM. Allowing your team quick access to up to date Invoice and payment data while using Zoho CRM.

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Ardento is both a Premium Zoho partner and a MYOB Advanced business partner and has directly supported over 2000 Zoho users across Australia since 2015, providing managed implementation services, ongoing support and consulting assistance.

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