Zoho Books Integration

Zoho Books Integration

Overview

Zoho Books is accounting and financial management software designed to streamline your business's bookkeeping, invoicing, expense tracking, and more. A crucial step in managing the finances with Zoho Books is maintaining an accurate database of customers and vendors. With the Zoho Forms - Zoho Books integration, you can automate the process of adding customers and vendors by seamlessly transferring the form submission to Zoho Books, ensuring efficient data management and workflow automation. You can also extend this automation to the custom modules you have created in Zoho Books. In addition to field data, you can also send attachments to Zoho Books. These include uploaded files and PDFs generated from the form workflows.

Integration Setup

To integrate your form with Zoho Books,
  1. Navigate to the Integrations tab and click Zoho Books under Task Management & Finance from the left menu.
  2. Click Integrate.
    Click Integrate
  3. Select the Organization and the Module to which you want to push the form entries.
    Notes
    Note: Currently, the integration supports the Customers module under Sales, the Vendors module under Purchases, and Custom Modules.
  4. Map all the mandatory Zoho Books fields to the corresponding Zoho Forms field.  To map more fields, click + Add Fields.

    You can map File Upload and Image Upload fields in Zoho Forms to the corresponding custom upload fields in Zoho Books. These fields can be pushed to Zoho Books either through field mapping (as illustrated above) or via the Attachment section (as explained below), depending on your configuration.

  5. To send form attachments to Zoho Books, select Yes under the Attachment section and choose the required Upload fields and PDF templates. Files uploaded through these fields, along with PDFs from approval processes and form submission workflows, will be pushed to Zoho Books.
  6. Click Integrate to save your settings.

Supported Field Types

The table below lists the Zoho Forms fields that can be mapped with the respective fields in Zoho Books.
S. NoZoho Books FieldSupported Zoho Forms Fields
1Text Box (Single Line)Single Line, Name, Address, Phone, Email, Website, Unique ID, Random ID, Dropdown, Radio, Multiple Choice, Checkbox, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time, Month-Year, Matrix Choice, Multiline, Terms and Conditions
2EmailSingle Line, Email
3URLSingle Line, Website
4PhoneSingle Line, Phone
5NumberNumber, Rating, Slider
6DecimalDecimal, Number, Rating, Slider, Currency, Formula
7PercentDecimal, Number, Rating, Slider, Currency, Formula
8AmountDecimal, Number, Rating, Slider, Currency, Formula
9DateDate
10Date TimeDate-Time
11CheckboxDecision Box
12DropdownSingleLine, Dropdown, Radio, Matrix choice, Image Choices, Terms and Conditions, Decimal
13Multi SelectCheckbox, Multiple Choice, Matrix Choice, Image Choice, Single Line, Dropdown, Radio, Terms and Conditions, Decimal
14Text Box (Multi Line)Single Line, Name, Address, Phone, Email, Website, Unique ID, Random ID, Dropdown, Radio, Multiple Choice, Checkbox, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time, Month-Year, Matrix Choice, Multiline, Terms and Conditions
      15
    Attachment
 File Upload, Image Upload, Signature
Notes
Notes:
  1. The following Zoho Forms fields are not supported: Subform, Description, Section, Page Break, Audio Video Embed, Zoho CRM, Payment.
    1. Each uploaded file must not exceed 10 MB in size.
    2. When upload fields are mapped using Field Mapping, only one file can be pushed per field. If multiple files are uploaded to the same field, data push will fail. However, when using the Attachment section, you can send up to a total of 10 files—including those from PDF templates and form upload fields.
    3. If Manage Form Attachments is enabled in the form settings, attachments cannot be configured.
    4. Attachment section is not supported for Custom Modules in Zoho Books. 

    Set Alert on Integration Failure

    Once your integration settings are saved, you can choose to receive an email alert if the integration fails.
    To do so,
    1. Click Set Alert in the top-right corner.
    2. Configure the email alert template and click Save.

    3. To stop receiving email alerts on integration failure, click Remove Alert.
    Notes
    Note:
    1. The option to set an email alert on integration failure is available only in our paid plans.
    2. You can send email alerts to a maximum of 5 users within your organization.
    3. An email alert will be triggered only on the first occurrence of integration failure every 24 hours.