Connect Xero to Zoho Crm like Magic
How to Use Magical to Transfer Data from Xero to Zoho Crm
Connect your apps with ease
Transfer Data from Xero to Zoho Crm: A Step-by-Step Guide
With Magical, you can transfer data from Xero to Zoho CRM in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Xero to Zoho CRM, helping you streamline your financial data management and optimize your business processes.
More Xero integrations with Magical
What Xero data can you transfer
Magical enables you to transfer a wide array of data from Xero to Zoho Crm. Here are some examples of the information you can extract:
Invoice Number
Customer Name
Payment Status
Due Date
And move more types of information by creating your own custom labels.
How to Transfer data from Xero to Zoho Crm using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Xero to Zoho CRM for more efficient financial data management. Follow these steps:
Sign in to your Xero account and open the invoice containing the data you want to transfer, such as invoice number, customer name, payment status, and due date.
In Xero, label the information you want to transfer with Magical, like Invoice Number, Customer Name, Payment Status, or Due Date.
Sign in to your Zoho CRM account and open the record where you want to add the Xero data.
Type "//" in an empty field and select the information you want to transfer from Xero such as Invoice Number, Customer Name, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About Xero and Zoho Crm
Efficient financial data management is crucial to maintaining smooth business operations. Xero is a powerful accounting software and Zoho CRM is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your business processes. By leveraging Magical, you can easily move information from Xero to Zoho CRM, allowing you to focus on improving your business operations and customer relationships.
Other ways to connect Xero and Zoho Crm
Using Zapier
Zapier provides a seamless connection between Xero and Zoho CRM, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time
Using an API
An additional approach to integrate Xero and Zoho CRM is by directly utilizing their APIs. By integrating both APIs, you empower sales and finance teams with real-time customer insights, fostering improved communication and a superior customer experience. To employ this method, refer to their respective API documentation.
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
