The challenge
The agency ran sales in Zoho CRM and accounts in Xero, with an account manager re-typing every won deal into Xero and updating the CRM when payment arrived.
Objectives
- Create the Xero invoice from the won deal
- Reflect payment status back in the CRM
- Keep the accountant on Xero
- Remove the double entry entirely
What we built
A two-way integration built against the Xero API, creating invoices from won deals and writing payment status back to the CRM, with retry and failure alerting.
Technology
Deluge · Xero API · Zoho CRM
How it was delivered
- Deal-to-invoice mapping agreed field by field
- Xero API integration with OAuth token handling
- Payment webhook writing status back to the deal
- Retry logic and failure alerts
Outcomes
- Account managers stopped re-typing every won deal
- Sales can see payment status without opening Xero
- The accountant kept the system they preferred