Freelance Zoho, Xero Integration Specialist

🕒 June 2

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Business Financial Group

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2004

🤝 B2B

💸 Finance

B2B • Finance • Accounting

Business Financial Group is a licensed accounting firm based in Georgia that specializes in comprehensive accounting services. They cater to business owners, executives, and independent professionals by offering a wide range of services including tax preparation, tax relief, bookkeeping, payroll, business advisory, and financial planning. Known for their professionalism and expertise, Business Financial Group aims to simplify complex tax laws and provide reliable support to clients navigating their financial needs.

📋 Description

• Review existing Zoho and Xero environments. • Understand client workflows related to sales, inventory, billing, vendors, and accounting processes. • Analyze integration requirements and data flow between systems. • Identify field mappings and automation opportunities. • Collaborate with accounting, operations, and client teams to gather requirements. • Deliverable includes requirements gathering documentation, workflow analysis reports, integration mapping plans, configuration documentation, functional integrations, testing and validation reports, issue resolution logs, SOPs and user guides, training completion documentation. • Configure Zoho applications and Xero integration settings. • Set up account mappings, tax settings, contacts, invoices, inventory synchronization, and related configurations. • Implement integrations using native Zoho integrations, APIs, webhooks, Deluge scripting, or middleware tools. • Configure synchronization of: Customers and contacts, Sales invoices, Bills and vendor records, Payments, Inventory transactions. • Perform end-to-end testing of integrations and workflows. • Validate data accuracy and synchronization results. • Create technical and user documentation, develop SOPs and workflow guides, conduct training sessions for the client and internal teams, and provide post-implementation knowledge transfer.

🎯 Requirements

• Proven experience with Zoho One applications, including: Zoho CRM • Zoho Books • Zoho Inventory • Zoho Flow • Zoho Creator (preferred) • Strong experience with Xero accounting software. • Experience integrating Zoho applications with third-party systems. • Knowledge of REST APIs, webhooks, and middleware platforms. • Experience with Zoho Deluge scripting. • Strong troubleshooting and problem-solving skills. • Ability to document technical processes and workflows. • Excellent communication and client-facing skills. • Ability to work independently and manage project deadlines. • Preferred Qualifications Zoho certifications. • Experience with accounting software integrations. • Familiarity with QuickBooks, HubSpot, Stripe, Shopify, or other business systems. • Experience supporting U.S.-based businesses.

🏖️ Benefits

• Compensation will be discussed during the interview process and determined based on the candidate’s experience, technical expertise, certifications, and project requirements.