What Type Of Support Is Available For Zoho Books?

What Type Of Support Is Available For Zoho Books?


Overview
By adding a Zoho Books connection to your workspace, you can:
  • Automatically import Zoho Books records (ex: invoices, credit notes, etc.) as transactions to your workspace
    • You will need to map fields the first time you import transactions
    • Zoho Books records will be imported as transactions in your workspace
    • Newly created Zoho Books records will be synched to your workspace
      • Modified Zoho Books records will be updated in your workspace
      • Deletion of Zoho Books records will not result in any deletion in your workspace

You can also choose to synchronize Zoho Books line items instead of records. This is useful if you only pay commissions on specific line items.

Adding a Connection
To add a Zoho Books connection:
  • Login to your workspace
  • Go to Settings > Connections
  • Click on Zoho Books 



Get your organization ID from Zoho:
  • Login to your Zoho Books
  • Click on your organization in the top right corner
  • Copy your Organization ID




In Sales Cookie, choose your data center and paste your Organization ID:




Click on Save then Authorize Access:


Follow the authorization process:



You should see this message:



Adding Transactions
To add transactions from Zoho Books records: 
  • Add a connection as explained above
  • Login to your workspace
  • Go to Transactions > Add Transactions
  • Click on Fetch Data for Zoho Books



You will be asked which type of record to synchronize:



You will see a list of records within Zoho Books and be asked to map fields.



Follow the add transaction wizard. You should see this message.


 
More Information
To learn more about connections, click here.
To learn more about managing synchronizations, click here.
To learn more about importing transactions, click here.

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