Job Description
This is a remote position.
Role Overview
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.
Key Responsibilities
1. System Review & Requirement Analysis
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.
Deliverables
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
2. Integration Design & Configuration
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.
3. Zoho & Xero Integration Development
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.
4. Testing & Quality Assurance
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).
5. Documentation & Training
Create technical and user documentation.
Develop SOPs and workflow guides.
Conduct training sessions for the client and internal teams.
Provide post-implementation knowledge transfer.
Requirements
Required Skills & Qualifications
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.
Working Requirements
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.
Benefits
Compensation
Compensation will be discussed during the interview process and determined based on the candidate’s experience, technical expertise, certifications, and project requirements.
Skill set
Zoho CRM, Zoho Books, Zoho Inventory, Zoho Flow, Zoho Creator, Xero, Deluge Scripting, REST APIs, Webhooks, System Integration, Workflow Automation, Data Synchronization, Technical Documentation, Troubleshooting, Client Communication.