Overview / Description
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.
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.
Pricing
Pros & 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 & Answers
Alternatives
Zapier, Make (Integromat), Zoho Books, Zoho Flow, HubSpot-Xero integration
Reviews & Ratings
0 reviews
Sign in to rate and review Xero Bi-Directional for Zoho CRM.
Sign in to reviewNo reviews yet. Be the first to review Xero Bi-Directional for Zoho CRM!