Two-Way Data Sync
Data can be automatically synced between Zoho FSM and Zoho Invoice/Books. Companies, Contacts, and Services and Parts records can be bidirectionally synced between Zoho FSM and Zoho Invoice/Books. Enable Data Sync To enable two-way data sync between ...
Zoho FSM supports taxes for your transactions, with region-specific tax rules. With respect to tax systems, Zoho FSM provides support for the following regions: Australia Canada India USA UK Global Edition You can choose the preferred edition by ...
Module Mapping Configuration
You can change any of the module and field settings established during the Zoho FSM and Zoho Invoice/Books setup. The three main module mapping between Zoho FSM and Zoho Invoice/Books that are essential for the integration to work effectively are: ...
Setting up Integration for Zoho Invoice or Zoho Books
Zoho FSM leverages the power of Zoho Invoice to handle and manage all the billing operations. It comes with built-in integration with Zoho Invoice, to handle and manage all the invoices and payments related to the services offered. This integration ...
Handling Integration Errors
The integration between FSM and Books can fail due to several reasons. The reasons and the resolution for these integration errors are explained in the below sections. Tax Disabled Taxes, if enabled in FSM should also be enabled in Books. If the ...