Zapier Xero Zoho Integration

Заказчик: AI | Опубликовано: 17.12.2025

I need a clean, reliable Zapier workflow that moves financial data—new invoices, payment notifications, status updates—between Xero and Zoho in a single direction. The goal is to see every change made in the source system reflected in the destination system almost instantly, with no duplicates or data loss. Here’s what I’m looking for: • One-way sync built in Zapier using native Xero and Zoho CRM connectors, including any Webhooks or custom Zapier code steps needed to handle edge-cases such as partial payments or credit notes. • Field-level mapping so invoice numbers, customer names, line-item amounts, tax codes and due dates arrive in Zoho exactly as they appear in Xero. • Error handling—email or Slack alerts for any failed Zap, plus easy-to-read logs so I can troubleshoot without digging in multiple dashboards. • Walk-through documentation (screenshots or Loom) showing how to adjust or extend the Zap later. Acceptance criteria 1. A test invoice created in the source system appears in the destination system within 5 minutes. 2. Marking that invoice as paid syncs the payment details correctly. 3. A failed Zap triggers an alert and writes an error message to a shared Google Sheet. I’ll share API keys, sample data and account access as soon as we start. If you have past experience linking Xero and Zoho through Zapier, please mention a similar use-case or attach a quick loom screencast—seeing is believing.