To integrate Xero app with Zoho Books using Integrately, follow these simple steps:
Log in to Integrately: Go to the Integrately website and log in to your account.
Search for apps: In the search bar, type ‘Xero‘ and ‘Zoho Books‘ and select both apps.
Choose your automation: Select the desired pre-built automation. (For example, ‘Create Xero task for new Zoho Books payment’.)
Connect your accounts: Log in securely to your Xero account. Similarly, log in to your Zoho Books account and allow the necessary permissions for both.
After connecting your accounts, select ‘No’ if you don’t want to add any more apps\conditions\branching.
Map the fields: Ensure all required fields are correctly mapped between Xero and Zoho Books.
Test and activate: Click the ‘Test and Turn On‘ button to test your automation and make it live.
Result: Your integration is live!🥳
Author - Abhishek A Agrawal
Abhishek is the founder of Integrately, CompanyHub, and Dreamwares. He is passionate about technology and entrepreneurship. He is always looking to leverage technology for the growth of the business. He has a deep understanding of how businesses work and uses this knowledge to build products that help entrepreneurs grow their businesses.
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