Consolidated Sync Logs for Zoho Books/Invoice

You can see the consolidated view of your sync history, showing the success and failure details of records synced between Zoho Books/Invoice and Zoho FSM.

Sync log details are updated weekly.
Data for the last six months can be viewed.

Permission Required: Two-way sync logs

How to View Sync Log Details

Navigate to Setup > Billing > Billing Setup and click the Sync Setting tab.
Within the Sync Log Details section, click Know More.

Understanding the Sync Details

The sync logs are displayed in two tabs:

Zoho Books/Invoice to Zoho FSM: Shows the sync details of data that is pulled from Zoho Books/Invoice to Zoho FSM
Zoho FSM to Zoho Books/Invoice: Shows the sync details of data that is pushed to Zoho Books/Invoice from Zoho FSM.

Sync Overview: Lists all sync logs.

Click a Sync ID to view its detailed sync information.

For failed records:

Click the Failed Records count to download a CSV file containing details of each failed record.
Records are also grouped by Failure Reason. Click the count for a specific reason to download its CSV file.

You can view the details for the last six months. The main page displays the record counts for the last two months.

Sync Errors

Following are the errors that you will encounter while data is pulled from Zoho Books/Invoice to Zoho FSM:

The following mandatory field(s) were left empty:
This error occurs when records fetched from Zoho Invoice into Zoho FSM are missing values that are mandatory in Zoho FSM. For example, if a customer of type Individual is pulled from Zoho Invoice without a Last Name, then this error will occur.
Contact with this email-id is already associated with this company
This error occurs when a customer fetched from Zoho Invoice matches an existing contact in Zoho FSM with the same email and associated Company. For example, if a contact named James Bilkin in Zoho FSM has the email james@noemail.com and is linked to Acme Inc., attempting to pull a customer from Zoho Invoice with these same details will trigger this error.

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