We connect sales and payment data in your system to Zoho Books, including invoices, contacts and payments.
If your accountant already works in Zoho Books but your daily operations need their own system, you need the two to agree. Pushing invoices and payments across automatically means the books reflect what happened in the business without re-entry.
What we build with it
- Pushing invoices into Zoho Books
- Syncing customer records
- Reflecting payment status
How it works
- We map items, tax rates and accounts in the system to their counterparts in Zoho Books.
- When an invoice is finalised, the system creates it in Zoho Books against the matching contact, creating the contact if needed.
- Payments recorded in either system are reflected against the invoice according to the agreed direction.
- Each transfer is logged with the Zoho Books reference, and failures are listed for review.
Data exchanged
- Invoice header and line items
- Contact records
- Payment entries
What is needed to set it up
- A Zoho Books account
- OAuth authorisation
- Chart-of-accounts mapping agreed
Good to know
- Zoho limits the number of API calls per day depending on your plan, so high-volume businesses may send invoices in batches.
- Zoho runs separate data centres for different regions, and the connection must point to the one where your organisation is registered.
- Invoice numbering should be owned by one system only, to avoid duplicate or skipped numbers.
