Xero Billing Data (22 instances) - Zoho (CRM) - Single Source of Truth For Client Data & Notes
Hi - I’m trying to build out a CRM for a Single Source of Truth
Currently I have 22 Instances of Xero (for legal entity purposes - can’t consolidate to one)
How would I be best placed to do this?
Is it possible to have all the Xero instances (22) → Consolidated to one feed → Zoho
Then the Zoho CRM can be used to track customer data, pricing uplift, churn, etc. As well as Account Manager activity and notes across eg client - eg previous meeting, next meeting etc.
Grateful for your help here