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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
Create new Xero sales 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 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

Create new Xero sales 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 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.

Select a trigger from Xero

A trigger is an event that starts your Zap and runs the workflow. For example, with Xero, a trigger could be "New Bank Transaction."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho Books

An action is what takes place after the automation is triggered. For example, with Zoho Books, the action could be "Create Customer."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Xero to Zoho Books

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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

Make work flow with AI

Level up your Xero to Zoho Books integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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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.

Connect Xero and Zoho Books to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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
Scheduled
Try It
- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Days_overdue
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Project State
Trigger
Scheduled
Try It
- Organization
  Required
- Status
Trigger
Scheduled
Try It

- Organization
  Required
- Status
Trigger
Instant
Try It
- Organization
  Required
- Status
- Change
- Contact
- Trigger_preference
- Copy
Trigger
Instant
Try It

- 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
- 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
- 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
- HTTP Method
  Required
- Url
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Organization
  Required
Action
Search
- Organization
  Required
- Invoice ID
  Required
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
Action
Write
- Organization
  Required
- Document ID or Number
  Required
Action
Search

- Organization
  Required
- Status
Trigger
Scheduled
Try It
- Organization
  Required
- Status
- Type
Trigger
Scheduled
Try It
- Organization
  Required
- Payment_type
Trigger
Scheduled
Try It
- Organization
  Required
- Status
Trigger
Scheduled
Try It
- Organization
  Required
- Payment_type
Trigger
Scheduled
Try It
- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
Trigger
Scheduled
Try It
- 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
- 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
- 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
- Search_by
  Required
- Include Online Invoice URL
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
Try It
- Status
- Organization
  Required
Trigger
Instant
Try It
- 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
- HTTP Method
  Required
- Url
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Learn how to automate Xero on the Zapier blog

Learn how to automate Zoho Books 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.

Learn more Help

Related categories

Accounting

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Accounting

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Accounting

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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.

Related categories

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

Explore Xero + Zoho Books Integrations

zoho-sheet

webhook

office-365

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

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

Create Xero invoices from new Zoho Books sales invoices

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

How Zapier works

Select a trigger from Xero

Setup an action from Zoho Books

That’s it! You just connected Xero to Zoho Books

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

Connect Xero and Zoho Books to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Learn how to automate Xero on the Zapier blog

5 ways to use the Zapier Xero integration

Learn how to automate Zoho Books on the Zapier blog

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

Explore Xero + Zoho Books Integrations

Explore Xero + Zoho Books Integrations