Freee for Zoho CRM

Freee for Zoho CRM


To explain in detail the functionalities and advantages of integrating Accounting Free extension with Zoho CRM.



 Install the Freee extension: 

You can install the Freee extension either from Zoho Marketplace or from within your Zoho CRM account as follows:

  1. Go to Setup > Marketplace > All. All the installed extensions will be listed.
    Click All Extensions and to view the extensions supported by your CRM edition.

  2. Under All Extensions, browse for and click Freee.
    The details about the extension will be available.

  3. Click Install.

  4. Agree to the terms of service and click Install.


  1. Choose one of the following options, then click Confirm:

    1. Install for admins only - The extension will only be installed in CRM for users with the administrator profile.

    2. Install for all users - The extension will be installed in CRM for all users.

    3. Choose profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, then select the desired profiles.
      The extension will be installed automatically for the specified users.


Integrate the Freee extension with Zoho CRM 

Once installed, the Freee Accounting extension needs to be configured to integrate the extension with Zoho CRM. To configure the Freee extension, please configure the following requirements.


  • Authorize the Freee accounting portal using the Authorize or sign-up option.

  • Enter the required credentials:

1. 企業ID: The ID of the Business Office to which the user belongs to.



  • Once the extension is installed and authorized, a mail will be sent to the user with a list of the business office ID that the user belongs to.

  • User needs to configure the ID, that they belongs to.


The Freee Accounting extension helps SMBs (Small and Mid-sized businesses) handle all accounting related tasks efficiently. Those who already use the Freee Accounting extension can now integrate the extension with Zoho CRM to increase efficiency. Others can also make use of this extension to make accounting-related tasks automated, by creating a new account on the Freee Accounting portal. While deals and quotes could be created on Zoho CRM earlier, they can now be automatically created on the Freee Accounting extension, using the transaction details. The integration of the Freee Accounting extension can save time on accounting operations. This document explores the modules offered by the Freee Accounting extension in detail, and the advantages it carries.



The following four modules are present within the Freee Accounting extension. These are namely Accounts, Deals, Quotes, and Related Lists. These modules supplement Zoho CRM by making accounting tasks simpler and more efficient. This document further explores the modules available on the Freee Accounting extension.



In order to access the Freee Accounting extension, an account has to be created on the portal. The account stores all the relevant transaction details performed from the account, and enables the creation of new records on the Freee Accounting extension portal. This account is called a partner account. Each account is assigned a unique FreeeパートナーID. This partner ID is used to map a quote created on the portal, to a partner account.

While the Freee extension records the currency data in JPY (Japanese Yen), the data is still recorded on Zoho CRM in USD (United States Dollars). For Zoho CRM to also record the currency details in JPY, users have to manually change the Locale information. The steps to update the Locale information are listed below.



Steps to update locale information:

  1. On Zoho CRM, click on Setup.

  2. Under Setup, open General.

  3. Under General, the settings for Company Details will be displayed. Click on Company Details.

  4. Under Company Details, Locale information will be listed. From the Locale information, the currency details can be changed to JPY, as shown in the picture below.





When the probability of closing/winning a deal is 100%, a deal is created as a transaction on the Freee Accounting portal. Every transaction recorded on the Freee Accounting extension portal is mapped to a partner account, using the FreeeパートナーID. When a deal is created on the Freee Accounting extension, all transaction details are stored and listed.



In order to create a quote on the Freee Accounting extension, open the Quotes view page. Click on Freeeにプッシュ見積もり to create a quote. These quotes can be mapped to the partner account, using the FreeeパートナーID. In a case where a Quote account is not available to a partner account on Freee, a new Freee account will be created. This account will later be used to push quotes to the Freee Accounting portal.


Related Lists: 

All the data of the deals and quotes created on the Freee portal, is available in the Accounts related lists. These lists are extensive; capturing all the deals and quotes data, and recording them under either the Freee見積もり list, or the Freeeトランザクション list.

  • Freee見積もり: These are the quotes that are linked with individual partners, that will be listed under the Freee見積もり related list.

  • Freeeトランザクション: Deals that are linked with individual partner accounts will be listed under the Freeeトランザクション related list.


 Uninstall the extension 

To uninstall the extension:

  1. Go to Setup > Marketplace > All. All the installed extensions will be listed.
    Under All Extensions, you can view all the extensions supported in your CRM.

  2. Browse for Freee and click the corresponding Uninstall link.

  3. Click Ok to confirm and uninstall the extension.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:



                          New to Zoho Social?

                              Zoho Marketing Automation

                                Zoho Sheet Resources


                                    Zoho Forms Resources

                                      Secure your business
                                      communication with Zoho Mail

                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times

                                        Carry your calendar with you
                                        Anytime, anywhere

                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now

                                                    Zoho SalesIQ Resources

                                                        Zoho TeamInbox Resources

                                                                Zoho DataPrep Resources

                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW

                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now

                                                                                            • Related Articles

                                                                                            • HubSpot for Zoho CRM

                                                                                              With the HubSpot extension for Zoho CRM, you can view existing contacts from HubSpot in Zoho CRM. You can also add contacts and leads to HubSpot from Zoho CRM. This integration makes it easier to synchronize contacts (and leads) between HubSpot and ...
                                                                                            • Zoho Contracts for Zoho CRM

                                                                                              The Zoho Contracts extension for Zoho CRM lets you work on contracts and contract templates from within Zoho CRM. It helps contract administrators, legal users, and other customers streamline the process of creating and maintaining contracts. Users ...
                                                                                            • Zoho CRM for Google Ads

                                                                                              Google Ads is a powerful online advertising program designed to help you reach new customers and increase sales for your business through ads on Google Search and across Google's network of partner websites. By helping you drive more traffic to your ...
                                                                                            • FAQs: Zoho CRM Integration with Zoho Projects

                                                                                              How is the integration between Zoho CRM and Zoho Projects helpful? The integration between Zoho CRM and Zoho Projects works as a bridge between sales data and team collaboration data—all in one place. Since you can associate projects directly with ...
                                                                                            • Zoho Directory integration with CRM

                                                                                              Integrating CRM with Zoho Directory gives the CRM administrators a stronger hold on the organization's CRM account by enforcing password security, IP restrictions, and other policies. Read more about Zoho Directory here. Benefits of integrating CRM ...
                                                                                            Wherever you are is as good as
                                                                                            your workplace



                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                              CRM Tips

                                                                                              Make the most of Zoho CRM with these useful tips.

                                                                                                Zoho Show Resources