Configuration - Zoho CRM / Xero Accounts link
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