Enhancements to finance suite integrations
Update on the migration (October 28, 2025):
Starting this week (October 29 tentatively), we’ll begin migrating Zoho CRM users to Zoho Books as integration users. This means actions will now run under each user’s own Zoho Books access, instead of the admin’s.
As an admin, you can also choose to migrate users early from the Integration Settings page in Zoho CRM.
(Refer to the announcement for details).
Update:
Based on your feedback, we’ve updated the capabilities for integration users. In addition to the Estimates module, they can now create, view, and edit records in all the finance modules including Sales Order, Invoices, Purchase Order.
We're also running a migration and all existing users who have migrated already will receive an email once this change goes live.
Last modified on: May 15, 2025
Last modified on: May 15, 2025
Please note that Zoho Subscriptions is now Zoho Billing.
Hello everyone!
We're delighted to announce some enhancements we've recently made to the finance suite integration with Zoho CRM. These improvements focus primarily on two major integrations:
- Zoho Books
- Zoho Subscriptions
We've implemented these updates carefully based on the valuable feedback we've received to ensure that the user experience is smoother. So without further ado, let's dive into the details!
Enhancements to the Zoho Books integration
We've refined some of the integrated features between Zoho CRM and Zoho Books to address previous challenges and enhance user interactions.
What were the challenges?
- Users were unable to send emails using their email addresses.
- Zoho Books sometimes generated inaccurate reports during audits because records created from Zoho CRM weren't being updated with the correct user names in Zoho Books.
- User-level permissions, field-level permissions and processes such as the Approval process in Zoho Books weren't being properly handled in Zoho CRM.
- Users who did not have proper authorization to use Zoho Books were able to create transactions from CRM by using admin's permissions.
All of these challenges arose because the integration operated exclusively via the integration owner/admin's authentication (only the admin-level permissions in Zoho Books are handled, while other user-level permissions are not accounted for), which meant that any actions performed in CRM were recorded under the name of the admin in Books.
What have we enhanced?
1. Introducing Integration users
Sales personnel typically manage tasks up to the estimates stage in a sales process. Therefore, CRM users who have primarily worked on estimates modules and have not engaged in subsequent activities like invoices can now be added as Integration Users from CRM to Zoho Books without the need for new licenses in Books. In other words, integration users in Zoho CRM are standard CRM users whose admins can grant specific permissions to carry out certain tasks within the Estimates module, as required.
What permissions do integration users have?
- After being added, integration users can perform all operations, including creating, viewing, and editing records within the Estimates module.
- However, they can only access other modules, such as Invoices, Sales Orders, and Purchase Orders in view mode.
- Integration users will not have direct access to Zoho Books.
- When integration users are part of multiple finance suite products, their permissions are collectively applied within CRM.
2. Unified permissions between Zoho CRM and Zoho Books
For users with access to both Zoho CRM and Books, the integration will now ensure proper management of permissions, covering all aspects. This means if a user is restricted from certain actions or features in Zoho Books, these restrictions will be consistently applied in CRM as well. Previously, users could access and interact with features in CRM that they were not authorized for in Zoho Books, leading to discrepancies. This enhancement will eliminate such inconsistencies, ensuring uniform permission management and preventing unauthorized access or actions across both platforms.
Migration for existing users
- For the integration between Zoho CRM and Zoho Books to function seamlessly, and to maintain uniform user permissions,existing users have the option to migrate immediately.
- Alternatively, they have a three-month window to complete the migration. After this period, users will be automatically added as 'Integration Users' based on their utilization of the finance module.
- To facilitate this, select the "Migrate Users" option to view and manage users common to both systems. Upon clicking "Save," the backend migration initiates. Following this, the integration adheres to each user's designated scope and permissions.
- Users can migrate up to 1,000 integration users initially. If they need to migrate more, they can contact the support team for additional help.
- Users who are already part of Zoho Books can't be added as integration users.
Please note that for new sign-ups, 'Integration users' will be available by default and they can set it up during the initial integration setup process.
Enhancement to the Zoho Subscription integration
Currently, when Zoho Subscription is integrated with CRM, it automatically adds Zoho Subscription as a related list in the Contacts and Accounts modules. You can view subscription details in a pop-up (iframe). Although users can create new subscriptions, there is a limitation on creating subscription-based reports and dashboards.
Now let's take a quick look at the enhancements made to the Zoho Subscription integration.
1. Introducing the Zoho Subscription Module
Zoho Subscriptions will now be available as a module in CRM, accessible to users with appropriate permissions. With this update, users now can generate reports based on Zoho Subscriptions data.
Hereafter, Zoho Subscriptions will be displayed both as a related list and as a module. Users with subscription permissions can currently create and view records in related lists; however, moving forward, they will be able to view and create records from the subscription module as well. Additionally, users will also have the option to view subscription records based on the pre-defined custom views.
2. Reports and analytics for subscriptions
Zoho CRM offers report and analytical dashboard presets that users can adjust as needed to create personalized reports. In turn, this allows users to gain a better understanding of their customers and track key performance metrics, enabling them to make more informed decisions.
To try out system-defined reports based on Zoho Subscriptions, you can navigate to the Reports module and select any of the reports available under the Zoho Subscription Reports folder.
However, for analytics, we're providing two dashboards: Zoho Subscription Overview and Zoho Subscription Insights. You can navigate to the Analytics module and find these dashboards by default on the left panel.
3. Streamlined user permissions
The integration between Zoho CRM and Zoho Subscriptions, which used to be controlled by integration owner/admin permissions, will now operate based on the current users' scope. This guarantees uniformity in user permissions across both platforms, preventing users from accessing CRM features that they do not have authorization for in Zoho Subscriptions.
That's all we have for the enhancements in this edition. We'll keep you posted on further updates. Please feel free to share your thoughts and feedback in the comments below.
Resources: Zoho Finance Suite Knowledge Base
Release Plan:
- These enhancements are being rolled out in phases and are now available to all users across all data centres, with the exception of the US DC, where they are currently available only to organizations on editions below Enterprise.
Thanks!
Nizamuddin
P.S. We would like to acknowledge the significant contributions and ongoing recommendations provided by our MVP, @Kevin Flynn. His insights – shared in the community forum – have been instrumental in addressing challenges related to users experiencing difficulties in sending emails with their addresses, as well as issues concerning user and field-level permissions.Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Nizamuddin Sohel SK
Nick
Robert
Mikhail Koval
Sunderjan Siddharth
Sticky Posts
Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesNimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationTwo new enhancements in Zoho CRM: Introducing new criteria for user fields and displaying group information in users page
Announcement moderated on 14th June, 2023. Dear All, These enhancements are opened for all users in all DCs. ------------------------------------------------------------------------------------- Dear All, Hope you're well! We are here with two usefulPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversConsumers are talking about your business. Are you listening?👂
A loyal customer might be praising your product in a forum. A frustrated user could be posting a harsh review on a public site. An excited partner may have left a comment on your campaign. A domain expert might be deconstructing your product. A prospect
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Line spacing
I coudn't decrease the line spacing to space smaller then a single line. There is too much space between the lines that make the document look ugly. Please fix that. Liran. fonarGoogle Fonts Integration in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google FontsControl Position of “X” (Close) Button in Popup Editor
Hello Zoho PageSense Team, We hope you're doing well. We would like to request a customization improvement in the PageSense popup editor. Current Limitation: Currently, the position of the “X” (close) button is fixed and cannot be customized in the popupAdd Standalone “Save” Button in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We would like to request an important usability improvement in the Pagesense popup editor. Current Limitation: There is currently no dedicated Save button while building a popup. The only way to saveText Direction Control in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to add text direction control in the Pagesense popup editor. Current Limitation: Currently, the popup editor does not provide native support for RTL (Right-to-Left)Autosave in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance the Pagesense editor with an autosave functionality. Current Limitation: Currently, changes made in the Pagesense editor must be manually saved. InBilling frequency is not displayed correctly.
Hello There is an issue while displaying the billing frequency on a subscription quote. I am able to activate the subscription details and get this lovely overview: If I am adding a Plan which I charge quarterly, first of all it should be possible toCreating Secret via Vault API
Hi I am trying to create a secret through vault api. This is the response I get. One thing I am not sure is how to decrypt the secretdata, how to get the secrettypeid? { "operation": { "result": { "error_code": "", "message": "Sorry, we are unable to process your request.",Zoho CRM custom fields not showing in zoho creator
Hi Team, I have created a Products form with Zoho CRM integration and connected it to Products module of CRM. But when I see the reports of Products in Zoho creator then I am not able to see custom fields of Products module. Only standard fields of ProductsIs It Possible to Hide Menu Option from Main Navigation?
Is it possible to hide a menu option, e.g. Admin, from the Main Navigation based on some criteria, e.g. login = zoho.adminuserUnleash the power of detail, with Table View.
What use is context that's not available where you need it? With this in mind, we bring you the Table View. This feature will add more power to the way you organize and work through your ticket load. Table View comes in handy when you want more control over the ticket information you see. This is a nifty tool for users who find themselves limited in terms of the level of information that is being offered in the Classic View and Compact View. With an upper limit of 15 columns, agents can glean mostKaizen #126 - Circuits in Zoho CRM - Part 1
Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory
Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }Multiple clients in one project
Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.Support Bots and Automations in External Channels
Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channelsWorkdrive on Android - Gallery Photo Backups
Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. EmmaRendering PDF to view on page
My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded. (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)Dynamically Fetching Lookup Field Display Value
I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of theAbility to Create New Items When Zoho Trident is Minimized via tray or taskbar icon
Allow users to create new items (emails, calendar events, tasks, etc.) directly from the system tray icon or by right clicking the task bar icon, even when the window is minimized or not actively running in the foreground. This enables quick access toI can not see Undeliverable emails from my Mass Email Leads activity in CRM
I am sending email templates and I can not see the Undeliverables? I only receive the "Out of Office" replies and any manual replies from the lead. Can you please let me know where the Undeliverable emails are sent so I can use the information to clean up the database?Select Zoho Contacts as Meeting Participants in Zoho Cliq
Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling functionality in Zoho Cliq. Current Limitation: When scheduling a meeting in Zoho Cliq, participants can only be selected from: OrganizationAbility to Select External Users from Participants List When Scheduling Meetings
Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling experience in Zoho Cliq. Current Limitation when scheduling a meeting in Zoho Cliq: External users can be selected from the list only underKaizen #212 - Map Dependency Fields in Zoho CRM using APIs
Hi Everyone!! Welcome back to another week of Kaizen series! Over the past few weeks, we have been addressing your questions and feedback shared through our Kaizen 200th feedback form. Thank you for your continued engagement and thoughtful queries. WeOutdated state in mexico
Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find theIs anyone using Zoho Flow with airtable?
I need to build a flow that collects data from airtable and uses some of that data to create folders and files in google drive. I have fully function version of this in zapier and want to migrate to zoho. I am trying to perform a very basic fetch fromAI in Zoho Workplace: A Sneak Peek into What’s Coming!
Hello everyone, We’re super excited to share something we’ve been working on and we want you to be part of it! You may have seen our announcement blog post introducing a major evolution in how AI works within Zoho Workplace. Want to be among the firstMeet Canvas' Grid component: Your easiest way to build responsive record templates
Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.Best way to share/download presentation files in Zoho without losing formatting?
Hello Zoho Community, I often work with PPT/PDF files in Zoho Docs and share them with colleagues. While PDFs usually give a direct download option, I’ve noticed that PPT/PPTX files sometimes only open in the viewer without a clear download link. Is thereWorkflow Failure - Notifications
Good afternoon, I have just experienced an error whereby a Workflow failed, for a reason currently unknown. The problem is that one of my users had to flag this manually (thankfully he's very thorough) and this otherwise would have flown under the radar.Introducing Bin Locations In Zoho Inventory
Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the featureError "Invalid client task found corresponding properties" only when triggered from workflow ?
Hi All, I am facing an error message I never encountered previously: Error in executing On Add - On Load script Error in executing thisapp.get_all_projects_api_call function. Line:(2) Error in executing thisapp.getAccessTokenFromRefreshToken function.How to interpret Campaign report statistics - definitions/explanation
I am trying to make sure I understand the Campaign report correctly Do you have a list of definitions for: Delivered - it has reached the recipient's inbox Campaign reach - is this the number that have opened the campaign email? Unique Opens Clicks/OpenFeature request - pin or flag note
Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less importantSchedule a Call by Date and Time when a specific lead status is selected
Hi Wanting to create a workflow where a call can be scheduled by date & time when a specific lead status is selected. Can only currently set the date by Due Date - Trigger Date - Plus 'x' day(s) ThanksZoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more
Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions HelloHow can I bold text on Zoho Forms submit buttons?
In the old theme builder, I could bold the text on a form's submit button. With the new theme builder, I can only change the text of the header or fields in the form, and not the button itself.Hiding Pre-defined Views
You can enhance Zoho with custom views - but you cannot hide the pre-defined views. Most users focus on 4 or 5 views. Right now for EVERY user EVERY time they want to move to one of their 4 or 5 views - they have to scroll down past a long list of pre-defined views - we don't use ANY of the pre-defined views. Adding the feature to allow a predefined view to be hidden completely or only visible to certain users would be a big improvement in usability for Zoho CRM. This feature is already availableRich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile[Integration Edition] Deluge Learning Series – Third-Party Integrations with Deluge | October 2025
We’re excited to continue this three-month edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session 3 – Third-PartyFeature Request: Tag, Search, and Report on Individual Private Comments
Zoho Desk Team, First, I want to say that we are extensive users of Zoho Desk and it is a core part of our support operations. We rely heavily on the private comments feature for internal communication, knowledge sharing, and maintaining a clear historyNext Page