Zoho CRM to Xero Connector | Kloud Connectors

Zoho CRM to Xero Connector

Getting to know ZTX

What is ZTX connector?
ZTX connector connects your Zoho CRM and your Xero so that you can run your business more effectively and easily. It ensures a smooth flow of your business information between your CRM and accounting software so that your Sales team always has up to date information about customers and Accounts department is more productive. This truly bi-directional connector syncs your Zoho CRM Invoices in Xero and syncs back the Xero Invoice Status in Zoho CRM. Apart from Invoices, it also syncs Accounts, Contacts.

What exact Information will flow back and forth in every Sync ?
From Zoho to Xero:
It allows you to create/update Customers and Draft Invoices in Xero to reflect your Zoho Invoices, Contacts and Accounts. Once your accountant approves this draft, it becomes an Invoice in Xero.

From Xero to Zoho :
It allows to sync the updated Xero Invoice status back in Zoho CRM.

Can I decide how many times to Sync in a day ?
Its your data. You should have a complete control over it. With this belief we have made this product to give you lot of flexibility and choice in Syncing your data.

You can Sync your data any time / every 12 hours.

Is there any limit on number of records I can process using ZTX connector.
No. We don’t limit the number of records. But, Zoho has put down some guidelines for using their API https://zohocrmapi.wiki.zoho.com/Generating-API-Ticket.html

Getting started

How to start using the ZTX connector ?
Just fill up a small form (Sign Up). We will create an account for you.
Log in to this account. Set up your connector the way you want it and Start using it.

How do I set up the connector?
Log in to your account & Click on ‘My Account’ ,then click on the Connector Settings of your Connector and follow the 4 step procedure.

  • Authorize ZTX in your Xero
  • Connect to your Zoho CRM
  • Choose Sync Options
  • Choose Sync Timings

There you go. Your ZTX connector is ready.
We will take it from here.

For Detailed Instruction with Screenshots, please log into your account and go to Connector Settings page.

Purchasing ZTX

What are the different Pricing plans ?
We have arrived at this pricing after going through extensively our customer's usage requirements. You will definitely find a suitable plan for your needs.

Price / month

$20

Runs Every

On Demand / 12 hours

For all Connectors Number of records you can process is Unlimited*
* - Refer to Zoho CRM API on API call limits. Click Here for more information
 

What different modes of Payment are available ?
You can pay through Paypal or you can pay using Credit card.

How do I cancel my subscription ?
Log in to your account. Click on 'Payment History' on the left top side.
You can get the details of your Orders over here.

Alternately, you can just log in to your Paypal account and cancel your subscription from there.

Once done, you can confirm it by checking out your Payment History > Details of my Subscription Plan. The status should show as 'Cancelled'. Once cancelled, your autobilling will stop.

You can also write us at support@kloudconnectors.com to cancel your subscription.

Do I have to go to my Paypal account every month to renew my subscription? Or Do you Autobill ?
We want you to save some hassles. So we would be automatically deducting the monthly subscription charges from your account till you choose to cancel it.

Support - Help with your Issues

My ZTX connector is not running. What should I do ?
Log in to your account. Click on the ‘My Account’ link , then click on Sync Errors of your Connector.

You will get to see why exactly the connector did not run.

Quick Checklist to fix your issue :
7 out 10 times, this checklist has helped our customers to solve their issue immediately.

  • Check if the credentials (username and password) of Zoho and Xero you entered are right
  • Check if the draft invoice has been approved by your Accountant
  • And of course please check if Your Sync has taken place before checking the data
  • Check if Account name is mentioned in Zoho. Syncing will not happen if Account name is empty.
  • Check if Due Date is mentioned in Zoho. Without Due Date, it’s not possible to create Invoice in Xero.

Good news is we have made our product in such a way that you can fix most of the issue right from your place.
But if you are not able to fix it, you can always talk to us at support@kloudconnectors.com

At what time my Sync will happen ?
Just Login to your account. Click on the ‘My Account’ link , then click on Sync Timings.
You will get to know sync timings.

Did my Sync happen at all ?
Why don’t you find it out yourself?
Just log in to your account and check the tab Sync Timings and Sync Details.

Here you will get to know whether your last Sync happened or not, at what time did it happen and how it went through.

Where can I get help if I face any issue ?
You can go through FAQs to fix your issue yourself
You can log in to your account and check sync errors and try to fix it yourself
You can chat with our support agent at Kloud Connectors
And of course You can always write to us at support@kloudconnectors.com

Security Concerns

Is my Information safe ?
We take your data safety very seriously. We are ISO 9001 organization. That’s why we use servers. Its your data and you solely should control it. With this belief, we have strived to give you more and more control and visibility of your data in our every product.

Does it affect my Zoho account or Xero account ?
Not at all. Your Zoho account and Xero account will work just fine.
Using our connector does not change anything in either of your accounts.