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Integrations
Zoho Books - Zoho CRM Integration
Can I setup Zoho Books - Zoho CRM integration with Free/Standard edition of Zoho CRM?
How do I import only certain Accounts/Contacts/Accounts and their contacts created in Zoho CRM?
How can I integrate my Zoho CRM account with multiple Zoho Books organisations?
Why am I getting the error “User does not have permission to perform this operation”, while syncing entities?
What is the use of a workflow triggers?
Can I change the contact sync type from one module to another?
How do I enable the Zoho Books module in Zoho CRM?
I created a record in Zoho Books, synced it to Zoho CRM, and later deleted it in Zoho CRM. Will the record be deleted in Zoho Books as well?
Is it possible to sync the Lead from Zoho CRM to Zoho Books?
Why is the following error message being displayed when I try to enable the Zoho Books & Zoho CRM integration: “Integration cannot be set up as the user is not an Admin in ‘Zoho Books Organisation Name’ in the following service(s) - Zoho Expense, Zoho Inventory etc?”
When I try to integrate Zoho Books and Zoho CRM, the organization field is greyed out. How to rectify this?
How do I enable the “Zoho Finance” module in Zoho CRM?
How do I regenerate the Zoho Books ZSC Key if the existing key has expired?
What is the relation between a Record Owner in Zoho CRM and Salesperson in Zoho Books?
Currency code is not shown in the Zoho Books - Zoho CRM integration mapping page. How do I map the currency fields in both the applications?
Which layout of Zoho CRM is considered when records get synced into Zoho Books?
How do I assign an account’s primary contact in both Zoho CRM and Zoho Books?
How many contact persons can be created under a customer Account in CRM in Zoho Books?
How do I sync the customer’s payment terms from Zoho Books to Zoho CRM and vice versa?
How do I sync the invoices created in the native module of Zoho CRM to Zoho Books?
How do I sync contacts in Zoho CRM that are not associated with an account?
Is it possible to add inventory/stock details to the products in Zoho CRM?
How do I give permissions to the users for the Zoho Finance module in CRM ?
How do I associate the Taxes to the contacts in Zoho Books that come from Zoho CRM?
Zoho Books - G Suite Integration
What happens when I use an email address which is not associated with G Suite?
Zoho Books - Zoho Projects Integration
How do I add a Primary Client to fetch timesheets from Zoho Projects?
How often do my timesheets and data get fetched from Zoho Projects?
Why are some of my timesheets not fetched from Zoho Projects?
What happens to the data fetched from Zoho Projects if I disable the Zoho Books-Zoho Projects Integration?
How do I get the ZSC key asked in Zoho project integration?
How is data synced from Zoho Projects to Zoho Books?
Why is the Zoho Project sync in progress for a long time?
Is it possible to sync timesheets which are not associated with any task?
How do I integrate Zoho Books with a different Zoho Projects portal?
I have trashed a project in Zoho Projects but it is not deleted from Zoho Books. How do I delete it?
I have integrated Zoho Books with Zoho Project but I cannot see the “Finance” tab in Zoho Projects. What should I do?
How do I create Invoices from Zoho Projects?
Is it possible to change the primary client of a project after the integration is enabled?
Why are duplicate projects and timesheets synced to Zoho Books?
Is it possible to edit the project synced from Zoho Projects in Zoho Books?
Is it possible to enter time entries for projects synced from Zoho Projects to Zoho Books directly in Zoho Books?
I am unable to mark an invoice as sent in the finance module of Zoho Projects. What could be the reason?
How do I manage milestone billing in Zoho Books?
Why are the projects still available in Zoho Books even after disabling the integration?
Is it possible to update the project currency after it is synced to Zoho Books?
Is it possible to sync the budget cost and budget revenue details for projects created from Zoho Project?
How do I sync a custom field with the “drop-down” data type from Zoho Books to Zoho Projects?
How do I create recurring Invoices for a Fixed cost project?
How do I sync already existing projects in Zoho Books to Zoho Projects?
I am unable to submit the synced timesheets for approval in Zoho Books. How do I resolve this?
Is it possible to create Bills and Purchase orders from the Finance module?
Why can’t I add certain timesheets to my invoice?
How do I add data to a project level custom field in Zoho Books?
I’m getting an error message that states, “This currency cannot be edited because it has been used in transactions- Error 3001”. How do I resolve this?
Zoho Books - Zoho Inventory Integration
How do I integrate Zoho Books with Zoho Inventory?
Is it possible to integrate Zoho Books and Zoho Inventory organisations if their organisation IDs vary?
I am using the Professional plan of Zoho Inventory and I have purchased the Zoho Books Elite plan. How do I map the existing Zoho Inventory organisation to the Zoho Books Elite combo?
Is it possible to disable the integration between Zoho Books and Zoho Inventory?
If I delete an item in Zoho Inventory, will it be deleted in Zoho Books as well?
Is it possible to integrate multiple Zoho Inventory organisations to a single Zoho Books organisation?
Is it possible to pause the sync between Zoho Books and Zoho Inventory?
If I delete the Zoho Inventory organisation that is integrated with a Zoho Books organisation, will the transactions synced from Zoho Inventory also be deleted in Zoho Books?
How do I enable inventory add-ons in Zoho Books?
How do I integrate an existing Zoho Inventory organisation with Zoho Books?
I have a workflow rule set up for the Invoice module in Zoho Inventory. Once Zoho Books and Zoho Inventory are integrated and the sync is established, will the workflow also be triggered for the invoices created in Zoho Books?
What are the marketplace and shopping cart apps that can be integrated with the Global edition of Zoho Books via Zoho Inventory?
After integrating Zoho Books and Zoho Inventory, if I invite a user to Zoho Books, will the user be able to access Zoho Inventory as well?
What data gets synced between Zoho Books and Zoho Inventory upon integration?
Zoho Books - Whatsapp Integration
Is it possible to use the mobile number, which is associated with my personal WhatsApp account, for WhatsApp Business account?
How much does it cost to have a conversation in WhatsApp with my customer?
Is it possible to send an overdue invoice notification to my customer through WhatsApp?
My company offers discounts during festive seasons. How do I advertise these discounts on WhatsApp?
How do I change the WhatsApp Business phone number that I’ve connected with Zoho Books?
How do I buy credits for sending WhatsApp messages in Zoho Books?
What are the steps to connect my Zoho Books organisation with WhatsApp Business?
How do I send WhatsApp notifications for the primary contacts?
How do I send WhatsApp notifications for contact persons?
How do I create templates for WhatsApp?
How long it takes for Meta to approve the template?
How do I add placeholders to my template?
How do I share PDF with my customers through WhatsApp?
How do I send Sales Order notification through WhatsApp?
How do I send an Invoice notification through WhatsApp?
How do I send a Thank you note through WhatsApp when my customer pays?
Is it possible to recover my deleted WhatsApp template?
Where do I view the WhatsApp notification that I’ve sent to my customers in Zoho Books?
Can I chat with my customer using WhatsApp that is connected with Zoho Books?
Why can’t I chat with my customer any time?
How do I send WhatsApp notifications from the same predefined template by default?
Should I send a predefined message to my customer to initiate the chat if I give End Session?
Why are my WhatsApp templates being rejected?
Why is my phone number displayed to customers instead of my organization’s name when I communicate through WhatsApp?
How do I resolve the “Business Phone Number Deleted” error when I send messages to customers in Zoho Books?
How do I set a profile picture for my WhatsApp Business account so that my customers can identify my phone number?
What can I do to resolve when my WhatsApp integration setup page hangs?
How do I use the same phone number for both WhatsApp integration in Zoho Books and my WhatsApp mobile application?
Will previous chats be available in my WhatsApp Business account after a session is terminated by users in my organization?
Can I connect a different WhatsApp business account with my Zoho Books organization?
How do I change the personal phone number used for my WhatsApp Business account integrated with Zoho Books?
Why am I unable to select a business account during the WhatsApp sign-up process in Zoho Books?
Why am I unable to select the phone number from the dropdown when creating a WhatsApp channel in Zoho Books, or why is the dropdown empty?
Why do I receive error when I try to send messages from my WhatsApp business account in Zoho Books?
How do I resolve an integration service error when I integrate my WhatsApp Business Account with Zoho Books?
How do I resolve the “Invalid Recipient for Integration” error when using WhatsApp in Zoho Books?
Why do I encounter an error when attempting to delete a WhatsApp notification template or schedule its automatic deletion in Zoho Books?
How do I use the phone number for my WhatsApp Business account in Zoho Books that I’ve already integrated with my WhatsApp personal or business account?
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