Tip#44: Integrate with Xero to manage your financial operations

Tip#44: Integrate with Xero to manage your financial operations



Managing your project finances becomes more efficient with Xero integration in Zoho Sprints. With this integration, you can sync your Zoho Sprints data with Xero. Once you sync them to Xero, you can easily create invoices in Xero. This feature significantly reduces manual effort and the risk of errors.

With the Xero extension installed in your Zoho Sprints workspace, you can:
  • Sync projects and work items directly to Xero
  • Log the work hours and sync them to your Xero account
  • Create invoices in Xero with the synced log hours
  • Streamline your billing process
Let's take an example to understand this integration better. As a project manager, creating invoices and calculating expenses becomes significantly easier when you integrate your tools effectively. If you have a Xero account, you can streamline the invoicing process by installing the Xero extension from the Zoho Sprints Marketplace.

To calculate a project's expenses in Xero, follow these steps:
  1. Sync the project from Zoho Sprints to Xero
    Navigate to the project’s details view in Zoho Sprints, then click the Xero icon in the right panel to initiate the sync.
  2. Sync work items
    Open any work item within the synced project and sync it with Xero.
  3. Add Log hours and sync with Xero
    Add log hours to the work item and ensure the "Add to Xero" option is checked.
Once this setup is complete, the project manager can click on the Xero widget located in the right navigation panel of the entity in Zoho Sprints. Click on the hyperlink in the Xero widget to switch to the corresponding page in Xero, where you can generate invoices.

Refer to this help document for a step-by-step process on how to install the extension and work with it effectively.

Should you have any questions, feel free to drop by in the comments section or send an email to support@zohosprints.com.
 
Thank you,
Zoho Sprints Team

    • Sticky Posts

    • Tip #28 - Plan less and deliver more using WIP limit in Zoho Sprints

      Hello, It's been a while since we met with a quick, interesting tip. As the saying goes, "Too much of anything is good for nothing", today the focus is on delivering your outcomes with the right amount of planning. Your plan should be practical, calculative, and achievable for driving a qualitative success.    Laura's plan   Laura has a habit of planning her project deliverables before assigning work to her team-mates. Once the plan is finalized, she schedules a general meeting with her team and

    • Tip # 3- Working on the Scrum board

      Continuing from our Tip #2 on leading to a sprint, let's see how to manage the work items on the Scrum board.  Once you start the sprint your work items are automatically displayed on the Scrum board where you will actually manage the work items. It is a snapshot of the backlog items identified for the current sprint.    The layout of the Scrum board Simply put, the scrum board is just like a physical board with sticky notes on which the work items of the active sprint are displayed.  The scrum board

    • Tip#2- Leading you to a Sprint

      Product Backlog After the user stories are written and finalized, they are sorted to create the Product Backlog for the project during the Backlog Grooming meeting. This is a master list of all the work items that have been identified for the project and sorted by priority. Requirements are not constant during this period.The Product Backlog is dynamic and is an ongoing process. Every user story in the Product Backlog is customer centric. The Product Backlog includes: User centric stories based on

    • Tip #1- Why swimlanes?

      Lanes define a clear path to reach your destination. In Agile, swimlane is one such concept that sets a simple and clear process of the work that you do.   The concept of swimlane can be related to the pool, where the swimmers gather in their respective lanes to start off. Similar to the pool, work items are grouped in different categories. Each category is referred as a lane and is displayed in horizontal format. Swimlanes are effective in categorizing the work items with respective to specific

    • Recent Topics

    • Antispam validation failed for your domain in Accounts

      I tried adding a domain to zeptomail.zoho.com, but the “add domain” operation failed. The front‑end error reads: “Domain could not be added. Please contact support@zeptomail.com.” The back‑end API returned: ``` { "error": { "code": "TM_3601", "details":

    • Define your custom business logic in Zoho Projects

      Every organization has a defined way of executing projects. There are clear expectations around how tasks should move, when projects should progress, and which actions require validation. When these rules are consistently followed, projects remain structured

    • Cancelled appointments still block out timeslot

      I haven't had to test this before, but I've just found a problem. I had an appointment in a certain timeslot, and that appointment was cancelled. However, Bookings won't let another appointment be booked in that slot - it makes that time unavailable until

    • Preventing Group Emails From Being Sent to Group Member Personal Mail

      We have a group setup for a public facing email address. We have streams turned on for this group. Right now when an email is sent to this group email it hits the group stream and also sends a copy of the email to all group members. We'd like to disable

    • Unusual activity detected from this IP. Please try again after some time.

      Hello Zoho admin and IT team We are a registered website in Eloctronic services and we been trying to add our users to the zoho system but this issue faced us ,, hope you unlocked us please.

    • On Edit Validation Blueprint

      Hello, I have a notes field and a signature field. When the Approve button is clicked, the Signature field will appear and must be filled in. When the Reject button is clicked, the Notes field will appear and must be filled in. Question: Blueprint will

    • ¿Puedo migrar mi sitio desde WordPress a Zoho? ¿Zoho admite herramientas con código personalizado?

      ¡Hola comunidad! Estoy evaluando la posibilidad de migrar mi sitio web https://calculadoradenotas.cl/ desde WordPress a una solución Zoho, y tengo algunas dudas técnicas que espero puedan aclararme. Mi sitio no es solo informativo: es una herramienta

    • How do I link my invoice to an estimate?

      There has been instances where I have created estimates, however, invoices for the same estimate were created independently. The status of these estimates hasn't converted to 'invoiced'. 

    • Zoho Books (and other finance suite apps) - Retrospective Linking of Invoice and Sales Orders to Quotes.

      In some cases, Quotes and Invoies may be created sperately instead of using the convert feature. In this feature request I am asking for the Finance Suite team to consider adding a lookup field to reference the quote on Invoices and Sales Orders, or some

    • Impossible to import Journal from Freshbooks

      I have been trying to import journals from Freshbooks since August 30th. Every time I try to import, I get an error message. I have already made sure every row has a date. First it was saying the account and notes had unexpected input and that every debit/credit

    • Zoho Payroll's USA and KSA editions are available in Zoho One!

      Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in Zoho

    • Peppol: Accept Bill (Belgium)

      Hi, This topic might help you if you're facing the same in Belgium. We are facing an issue while accepting a supplier bill received by Peppol in Zoho Books. There is a popup with an error message: This bill acceptance could not be completed, so it was

    • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

      Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

    • Subheaders for Sections in forms

      Currently, every form section has a field name, which one can choose to show/hide to the end user. It would be great if there was an option to show a SUB-HEADER in addition to a header. It would be useful for explaining to the end user what the section

    • Convert invoice from zoho to xml with all details

      How to convert an Invoice to XML format with all details

    • Prevent subform editing on a module's detail's page

      Hi everyone, We would like to prevent any editing of the subform data in the : Create page Edit page Details page (as subform editing is now allowed by the recent UX update) We are able to prevent editing by making the subform fields read only in the

    • Export Invoices to XML file

      Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

    • Refresh frequency

      Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but

    • Zoho Books | Product updates | January 2026

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With the

    • Weekly Tips : Save Time with Saved Search

      Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—you

    • Bring real app analytics into Zoho Creator apps with Zoho Apptics

      We’re kicking off the year with a release we’ve been looking forward to for a long time. After being in the works for a while, Zoho Creator and Zoho Apptics are now officially integrated, bringing in-depth product analytics directly into the Zoho Creator

    • Discontinuing Zoho ShowTime service on May 30, 2026

      Hello everyone, As a follow-up to our earlier announcement, we’d like to share an important update regarding Zoho ShowTime’s discontinuation timeline. Zoho ShowTime, our online training platform, reached its end of life on December 31, 2025, and its services

    • emailing estimates

      Shows up in the customer mail logs as sent but nobody is receiving them, even when I send them to myself I don't get them ??? Something wrong with the mail server or my end ?

    • Ability to CC on a mass email

      Ability to CC someone on a mass email.

    • No background for video recordings, no playback speed, can't even playback longer recordings - have to download…

      Hi. We utilize heavily video messages on Slack, but wanted to migrate to Cliq with Zoho One, however very basic yet very frequently used feature is missing: backgrounds for video recordings and playback speed. We were not happy with Slack's 5 minute limits

    • Bookings duration - days

      Hi team, Is there any way to setup services/bookings that span multiple days? I am using Zoho Bookings for meeting room bookings. Clients may wish to book a room for more than one day, for up to a month.  If not, is there a plan to allow services to be setup with durations of Days as well as hours and minutes? Many thanks, Anna.

    • Customer address in Zoho Bookings

      Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking

    • Organize and manage PDFs with Zoho PDF Editor's dashboard

      Hello users, Zoho PDF Editor's dashboard is a one-stop place to upload, sort, share PDF files, and more. This article will explore the various capabilities that Zoho PDF Editor's dashboard offers. A few highlights of Zoho PDF Editor's dashboard: Upload

    • Feature Request - Allow Customers To Pick Meeting Duration

      Hi Bookings Team, It would be great if there was an option to allow customers to pick a duration based on a max and minimum amount of time defined by me and in increments defined by me. For example, I have some slots which are available for customers

    • New feature: Invite additional guests for your bookings

      Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to make

    • Changing the owner of a call

      Am I correct in my conclusion that I cannot change the owner of a call in Zoho? The field does not show up in the screen, nor can I make it show up as the systems does not give me that option. I cannot "mass update" it either. I tried it, but Zoho refuses to change the name of the owner. Please help out: how do I change the owner of a call.

    • Unified Notes View For Seamless Collaboration

      To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easily

    • Remove Profiles from "Forecast" Module

      How can I remove Profiles from My forecast Module? Image Below The only revenue generators are the VP's, and the Estimation Managers, and the Estimators subordinate to the Est. Managers. How can I remove the unused Profiles? Its frustrating to see them

    • Uplifted homepage experience

      Editions: All editions. Availability update: 17th February 2026: All editions in the CA and SA DC | JP DC (Free, Standard and Professional editions) 23 February 2026: JP (All Editions) | AU, CN (Free, Standard, Professional editions) 27 February 2026:

    • Logging Out of FSM

      I have tried to log out of FSM app of the last person and it will not let me do so. I need to log in to my account.

    • Restoring records from the recycle bin programatically

      Background I'm working on a piece of software to automate conversion of Leads into Deals based on order status from my company's website. The process is mostly complete, right now I'm just working on handling a few edge cases to ensure data integrity.

    • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

      Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. Latest

    • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

      Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

    • SalesIQ Identity Update for Logged In Wordpress User

      Hey folks, SalesIQ does not automatically detect when a visitor logs in to WordPress and update their identity to match. For example, if a client of ours visits the site and logs in, SalesIQ will not track them correctly by default. The Solution The solution

    • Next Page