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Zoho Inventory Invoice to Xero Create Invoice

  • June 18, 2021
  • 2 replies
  • 45 views

Hi,

Does anybody know how to push the bill (after you landed goods in your inventory) from Zoho Inventory to Xero?

Thanks

Best answer by robschmidt

Hi @Greg_sm 

If you are looking to create Xero Invoice/Sales receipt from Zoho inventory invoice, here is the process when creating a zap:

  1. Trigger: Use Zoho Inventory > New invoice as a trigger
  2. Action: Use Xero > Find contact, if you need to assign the invoice to a contact
  3. Action: Use Xero > Create Invoice OR Create Bill and map out the test items you received from the trigger, you will have to fill the line-item fields with the line-items received from the trigger.
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2 replies

robschmidt
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  • Zapier Solution Partner
  • Answer
  • June 18, 2021

Hi @Greg_sm 

If you are looking to create Xero Invoice/Sales receipt from Zoho inventory invoice, here is the process when creating a zap:

  1. Trigger: Use Zoho Inventory > New invoice as a trigger
  2. Action: Use Xero > Find contact, if you need to assign the invoice to a contact
  3. Action: Use Xero > Create Invoice OR Create Bill and map out the test items you received from the trigger, you will have to fill the line-item fields with the line-items received from the trigger.

  • Author
  • Beginner
  • June 18, 2021

Hi @robschmidt 

Thank you for the advice.