This integration is supported for users in the US and JP DCs.

Scope:  

The Freee Accounting and Invoice application streamlines accounting and invoice-related tasks. Users who already utilize Freee can now integrate it with Zoho CRM to enhance efficiency. New users can also benefit from this extension by automating accounting tasks through a Freee account.

Step 1: Installing the Freee extension    

1. Navigate to Setup > Marketplace > All. A list of all installed extensions will appear.
   
2. Click All Extensions to view the extensions supported by your CRM edition.
   
3. Browse for and click Freee under All Extensions.
   
4. Click Install.
   
5. Select the following checkboxes:
   
1. I have agreed to the Terms of Service. 
   
2. I authorize Freee for Zoho CRM to access and process my data as required.
   
6. Click Continue to Install.
   
                                                        Installation : Step1
7. Choose one of the following options and click Confirm:
   
1. Install for admins only - The extension will only be installed for users with the administrator profile.
   
2. Install for all users - The extension will be installed for all users.
   
3. Choose profiles - Select the profiles manually. Click Confirm, then select the desired profiles.

The extension will be installed automatically for the specified users. 

                                                     Installation : Step2

Step 2: Integrate the Freee extension with Zoho CRM   

1. Authorize the Freee accounting portal using the Authorize or Sign-up option.
   
   
                                                       Authorization Page - Step1
2. Enter the 企業ID (Business Office ID) to which the user belongs.
   
   
                                                           Authorization Page - Step2

NOTE

1. After installation and authorization, an email will be sent to the user with a list of Business Office IDs.
   
2. Users need to configure the appropriate ID.

Using Freee Integration in Zoho CRM     

With this integration, users can now create deals and quotes on the Freee Accounting and Invoice portal, utilizing features in the Quotes, Deals, Products, and Accounts modules from Zoho CRM. This integration saves time on accounting operations.

Pushing Quotes to Freee Invoice portal: 

1. Navigate to the Quotes module.
   
2. Open the record you want to push to the Freee Invoice portal.
   
3. Click the Freeeにプッシュ見積もり button at the top-right corner of the webpage.
   
   
                                        Quote Push: Freeeにプッシュ見積もり Button
   
   
4. If all Zoho CRM products are mapped correctly with the corresponding tax values of Freee, quotes will be successfully created in the Freee Invoice portal and success message will be displayed: "プロセスが完了しました見積書番号  <Freee_Quote_Number>".
   
5. Once a quote is created in the Freee portal, the Freee見積書ID will be updated.
   
6. If a user tries to create a quotes again, a pop-up message will be displayed : "見積書は既にFreeeポータルにプッシュされています。".
   
   
                                                              Quote Push: Success Page

INFO

1. CRM Fields Synced with Freee Quotes Module: Subject, 見積書日, Valid Till, Account Name, Quoted Items
   
2. Mandatory Fields: 見積書日 (Quotation Date)
   
3. CRM Custom Field that stores Freee Quote data → 見積書日, Freee見積書ID
   

NOTE

1. Multiple tax associations for a single product is not permitted in the Freee Invoice portal.
   
2. Tax rates of Zoho CRM products must match the tax rates available in the Freee Invoice portal.  The allowed tax rates in Freee are: 0%, 8% and 10%  .

If more than one tax rate is associated for a product (or) tax rates are not matched,  the quote will not be pushed to Freee Invoice portal, and the following error message will be displayed,
Error message:  " Zoho CRM製品に関連付けられている税率が、Freee会計項目でサポートされている税率と一致しません。Freee請求書税制に従ってください。Freeeでサポートされている税率：0%、8%、10%。"

INFO

1. CRM Custom Field that stores Freee Partner data : FreeeパートナーID
   
2. CRM Fields Synced with Freee Partner Module: Account Name, Phone, Billing Address Information.

INFO

1. CRM Fields Synced with Freee Item Module: Product Name, Product Code (unique value must be passed)
   
2. CRM Custom Field that stores Freee Item data → FreeeアイテムID 

Deals:    

1. When the deal stage is updated to 'Closed Won', the deal will be automatically pushed as a transaction in the Freee Accounting portal.
   
2. Each transaction created in the Freee Accounting portal will be mapped to a Freee partner account.

INFO

1. CRM Fields Synced with Freee Transaction Module: Amount, Closing Date, Account Name, Description.
   
2. After Deals and Quotes pushed to Freee Invoice portal, further updates in Deals & Quotes will not be synced with Freee Accounting and Invoice portal.
   

Currency Configuration in Zoho CRM

While the Freee application records the currency data in JPY (Japanese Yen), Zoho CRM uses USD (United States Dollars) currency by default. To record currency details in JPY on Zoho CRM, users must manually change the Locale information.

To update locale information:

1. Navigate to Setup → General → Company Details → Currencies.
   
2. Click the Change Home Currency option and choose JPY as the currency.
   
3. Once completed, click the Confirm Home Currency button.
   

Refer here for more details

                                                            Uninstallation Page