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Xero Bi-Directional for Zoho CRM

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In short

Xero Bi-Directional for Zoho CRM syncs invoices, contacts and orders two ways between Xero and Zoho CRM in real time. Features, pricing and alternatives.

Xero Bi-Directional for Zoho CRM preview

What is Xero Bi-Directional for Zoho CRM?

Xero Bi-Directional for Zoho CRM is an accounting integration tool that automatically syncs data two ways between Xero accounting software and Zoho CRM, keeping finance and sales records aligned without manual re-entry. Built by official Zoho Authorised Partners, it installs directly from the Zoho Marketplace with no external connector or coding required. The integration two-way syncs invoices, products, contacts, estimates, vendors, and sales and purchase orders, so a change in one system reflects in the other in real time (for example, an invoice marked paid in Xero updates automatically inside Zoho CRM). It is built to prevent duplicate records and give sales and finance teams a single, current view of customer and invoice status. Typical users are organizations already running both Zoho CRM and Xero that want to eliminate manual data entry and reconciliation between the two platforms. The extension has 800+ installations and was last updated January 2026. Pricing uses a paid subscription (monthly or yearly billing, with yearly discounts) and a 10-day free trial; exact rate figures are not published on the listing.

What is Xero Bi-Directional for Zoho CRM used for?

Finance and sales teams running both Zoho CRM and Xero use it to auto-sync invoices, contacts, and orders two ways and avoid duplicate entries.

How much does Xero Bi-Directional for Zoho CRM cost?

Free trial

Free

10 days

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Paid subscription

Price not published

monthly or yearly billing (yearly includes a discount)

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Plan

Price not published

Prices shown in USD; local taxes (VAT/GST) charged extra

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Pros and cons

Pros

  • Two-way syncs invoices, products, contacts, estimates, vendors, and sales/purchase orders between Xero and Zoho CRM
  • Real-time reflection of changes (e.g., invoice marked paid in Xero updates in Zoho CRM)
  • Installs directly from the Zoho Marketplace with no external tool or coding needed
  • Built by official Zoho Authorised Partners, with 800+ installations
  • Prevents duplicate records and gives finance and sales teams a unified view

Cons

  • Paid subscription only; no permanently free tier (10-day trial)
  • Exact price figures are not published on the marketplace listing
  • Only useful if you already run both Zoho CRM and Xero
  • Listing documentation is thin on sync frequency and field-mapping limits

Questions about Xero Bi-Directional for Zoho CRM

What is Xero Bi-Directional for Zoho CRM?

It is a Zoho Marketplace extension that automatically syncs data two ways between Xero accounting software and Zoho CRM, keeping invoices, contacts, and orders aligned across both systems without manual re-entry. It is built by official Zoho Authorised Partners.

What does it sync between Xero and Zoho CRM?

It two-way syncs invoices, products, contacts, estimates, vendors, and sales and purchase orders. Changes reflect in real time in both directions, so an invoice marked paid in Xero updates automatically inside Zoho CRM.

Is Xero Bi-Directional for Zoho CRM free?

No. It uses a paid subscription with monthly or yearly billing (yearly includes a discount), and offers a 10-day free trial. Exact price figures are not published on the marketplace listing.

Do I need coding or an external tool to use it?

No. It installs directly from the Zoho Marketplace with no external connector and no coding required. Both systems then sync automatically.

Who should use Xero Bi-Directional for Zoho CRM?

Organizations already running both Zoho CRM and Xero that want to eliminate manual data entry and keep finance and sales teams working from the same current invoice and customer data.

What are the best alternatives to Xero Bi-Directional for Zoho CRM?

Zapier, Make (Integromat), Zoho Books, Zoho Flow, HubSpot-Xero integration

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