Hi All,
Understand that this question may have been asked multiple times before however I'm looking for some basic guidelines on how one would setup integration between the Zoho CRM / Xero applications.
We'd be looking for it to serve the functions of automatically updating Xero account / invoice records based on what our Zoho CRM condition is in. For example, if a specific Zoho CRM account had an address change, the record within Xero would follow + update automatically. I am aware of the steps needed with setting up oAuth elements / access tokens, but the scripting element is puzzling and I would like some help if possible.
Wondering if anyone else in the forum has undertaken a similar integration and would be willing to share their points of guidance? Thanks in advance for any assistance.
Kind regards,
Alex