Overview

Integration Setup

1. Navigate to the Integrations tab and click Zoho Books under Task Management & Finance from the left menu.
   
2. Click Integrate.
   
   
   
   
3. Select the Organization and the Module to which you want to push the form entries.
   
   

   Note: Currently, the integration supports the Customers, Quotes, Sales Order, Invoice, Recurring Invoices, Payment Received, Credit Notes under Sales module, Items module, the Vendors under Purchases module, and Custom Modules.
4. Map all the mandatory Zoho Books fields to the corresponding Zoho Forms field.  To map more fields, click + Add Fields.
   
   
   If you have selected a Custom Module that contains Tables, a Table Mapping section will appear below the Field Mapping section. Click + Map a Subform to map Subform(s) in your form to a Table(s) in the Zoho Books custom module, and map the individual fields within each pairing.
   
   
   
   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

Notes:

1. The following Zoho Forms fields are not supported: Description, Section, Page Break, Audio Video Embed, Zoho CRM, Payment.
   
2. Subform fields are supported only when mapping Item Details in Sales modules and Table in Custom Modules.
3. By default, you can send up to 10 fields where each file must not exceed 10 MB each. However, file count and size limits vary across specific sub modules.
   
1. Quotes: You can upload a maximum of 5 files, up to 10 MB each.
   
2. Sales Orders: You can upload a maximum of 10 files, up to 5 MB each.
   
3. Payment Received: You can upload a maximum of 5 files, up to 5 MB each.
   
4. Credit Notes: You can upload a maximum of 5 files, up to 10 MB each.
   
4. 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.
   
5. If Manage Form Attachments is enabled in the form settings, attachments cannot be configured.
   

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.
   

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.