Freelance Zoho & Xero Integration Specialist (Project-Based)

This is a remote position.

We are looking for a highly skilled freelance contractor with hands-on experience in Zoho applications Xero accounting software and business process automation. The selected contractor will work on client projects involving system integrations workflow automation data synchronization testing documentation and user training.

This is a project-based engagement with the potential for additional projects based on performance availability and business requirements.

• 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.
  

The contractor may be responsible for delivering:

• 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.
  

• Ensure alignment with client business and accounting processes.
  

• 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
  

• Build automation workflows to reduce manual processes.
  

• Configure error handling validation and synchronization schedules.
  

• Perform end-to-end testing of integrations and workflows.
  

• Validate data accuracy and synchronization results.
  

• Troubleshoot and resolve integration issues.
  

• Support User Acceptance Testing (UAT).
  

• Create technical and user documentation.
  

• Develop SOPs and workflow guides.
  

• Conduct training sessions for the client and internal teams.
  

• Provide post-implementation knowledge transfer.
  

• 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.
  

• Zoho certifications.
  

• Experience with accounting software integrations.
  

• Familiarity with QuickBooks HubSpot Stripe Shopify or other business systems.
  

• Experience supporting U.S.-based businesses.
  

• Ability to attend virtual meetings during agreed project hours.
  

• Provide regular project updates and status reports.
  

• Respond to emails and project communications within one business day.
  

• Maintain confidentiality of all client and company information.
  

• Follow BFG security documentation and project management procedures.
  

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