Zoho CRM + Stripe + Xero
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Post a project like this£350(approx. $438)
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- Proposals: 9
- Remote
- #2045159
- OPPORTUNITY
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Mohali
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Dhaka
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Faisalabad
Zoho Advance Partner | Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho Extension
London
ZOHO CRM,ZOHO CREATOR,ZOHO BOOKS,ZOHO COMPAIGNS,MOBILE APP DEVELOPMENT,WORDPRESS,SQUARESPCE
Islamabad
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Description
Experience Level: Expert
Estimated project duration: 3 - 4 weeks
Our organisation currently uses Zoho as our CRM, Stripe as our payment gateway, and Xero as our invoice/accounting platform. We want to integrate all three applications so once payment comes in, automatic updates are made in CRM & Xero.
Current flow:
1. Customer agrees to pay for our service (payment is in 3 separate instalments)
2. Employee sends email with a link to website payment page (this has the Stripe gateway) & Employee manually creates an invoice in Xero for book keeping
3. Customer pays on the website payment page & Employee receives email notification.
4. Employee updates the Deal/Opportunity in CRM & updates the Xero invoice
5. Steps 2 & 3 & 4 are repeated two more times for the 2nd and 3rd instalment payments.
The ideal scenario:
STEP 1: Within ZohoCRM, salesperson will issue and send an invoice to the contact. Stripe should be integrated within the invoice- so when they select 'Pay Now' it links them to our correct Stripe account
STEP 2: Zapier will simultaneously create the ZohoCRM contact in Xero and create an invoice. Once contact pays their invoice, it will automatically update the invoice status in ZohoCRM and Xero
Our subscriptions:
Zoho One (CRM, Invoice, + all Zoho applications)
Zapier
Xero
Stripe
**Important** : We previous hired a developer to attempt this integration but they could not solve some issues. This included: needing to use ZohoInvoice because there is no integration between ZohoCRM and Xero for what we need (maybe OneSaas can help?).
We set up ZohoInvoice with CRM - which was fine. But when connecting Stripe with ZohoInvoice, it was only possible to connect with one account (only one API token can be entered). We have three stripe accounts set up, each with a different token. The only solution proposed was creating 3 different ZohoInvoice accounts (each associated with a different Stripe account)- which is not feasible.
We need a developer to attempt this integration again, and find a solution to the previous issues.
Current flow:
1. Customer agrees to pay for our service (payment is in 3 separate instalments)
2. Employee sends email with a link to website payment page (this has the Stripe gateway) & Employee manually creates an invoice in Xero for book keeping
3. Customer pays on the website payment page & Employee receives email notification.
4. Employee updates the Deal/Opportunity in CRM & updates the Xero invoice
5. Steps 2 & 3 & 4 are repeated two more times for the 2nd and 3rd instalment payments.
The ideal scenario:
STEP 1: Within ZohoCRM, salesperson will issue and send an invoice to the contact. Stripe should be integrated within the invoice- so when they select 'Pay Now' it links them to our correct Stripe account
STEP 2: Zapier will simultaneously create the ZohoCRM contact in Xero and create an invoice. Once contact pays their invoice, it will automatically update the invoice status in ZohoCRM and Xero
Our subscriptions:
Zoho One (CRM, Invoice, + all Zoho applications)
Zapier
Xero
Stripe
**Important** : We previous hired a developer to attempt this integration but they could not solve some issues. This included: needing to use ZohoInvoice because there is no integration between ZohoCRM and Xero for what we need (maybe OneSaas can help?).
We set up ZohoInvoice with CRM - which was fine. But when connecting Stripe with ZohoInvoice, it was only possible to connect with one account (only one API token can be entered). We have three stripe accounts set up, each with a different token. The only solution proposed was creating 3 different ZohoInvoice accounts (each associated with a different Stripe account)- which is not feasible.
We need a developer to attempt this integration again, and find a solution to the previous issues.
Jason K.
100% (7)Projects Completed
5
Freelancers worked with
5
Projects awarded
14%
Last project
4 Oct 2018
United Kingdom
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