Integrate Zoho Books with Xero to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Zoho Books with Xero - no code necessary. See how you can get setup in minutes.

Select a trigger from Zoho Books

A trigger is an event that starts your Zap and runs the workflow. For example, with Zoho Books, a trigger could be "New Customer."
A trigger is the event that kicks off your automated workflow.

Setup an action from Xero

An action is what takes place after the automation is triggered. For example, with Xero, the action could be "Add Items to Existing Sales Invoice."
An action is the event that your automated workflow performs when triggered.

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

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

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Customers have created over 25 million Zaps on the platform

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Make work flow with AI

Level up your Zoho Books to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Zoho Books + Xero integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Zoho Books and 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.

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.

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.

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.

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.

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.

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 Zoho Books and Xero 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.

Connect Zoho Books and Xero to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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
    Instant
    Try It
    • Organization
      Required
    Trigger
    Instant
    Try It
    • Organization
      Required
    Trigger
    Instant
    Try It
    • Organization
      Required
    • Customer Name
      Required
    • Estimate Number
    • Date
    • Expiry Date
    • Full Line Items 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
    • Estimate Terms
    • Shipping Charge
    Action
    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
    • First Name
    • 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
    • Invoice Number
    • Date
    • Due Date
    • Payment Terms
    • Discount
    • Exchange Rate
    • Full Line Items 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

Learn how to automate Zoho Books on the Zapier blog

Learn how to automate Xero on the Zapier blog

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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
  • Accounting
  • Zoho
xero logo
xero logo
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 moreHelp
Related categories
  • Accounting
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