Zoho FSM | Setting up Integration for Zoho Invoice or Zoho Books

Setting up Integration for Zoho Invoice or Zoho Books

Zoho FSM leverages the power of Zoho Invoice/Books to handle and manage all your 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 enables you to do the following:
  1. Conveniently and quickly create invoices for your work orders and offer a secure way to your contacts to make payments. Click here for details on how to create invoices and make payments.
  2. Different region-specific tax systems supported by Zoho Invoice can be incorporated into FSM.
  3. Automatic bidirectional syncing of data (Companies, Contacts, and Services And Parts) between Zoho FSM and Zoho Books/Invoice.

Integration Setup

When you signup for a new Zoho FSM organisation account, it is necessary for you to integrate it with a new or an existing Zoho Invoice account.
 
While onboarding, you can choose to integrate Zoho FSM with any of the following:
  1. New Zoho Invoice account
  2. Existing Zoho Invoice account
  3. Existing Zoho Books account
New Zoho Invoice Account
If you choose this, a new Zoho Invoice account will be created with the same organization name as your Zoho FSM account. If you do not have any existing finance (Invoice/Books) orgs, this option will be chosen by default. 
 
Existing Zoho Invoice account
If you are already a Zoho customer and actively using Zoho Invoice, you can choose this option. All the active Zoho Invoice organization accounts linked to the email (used for FSM signup) will be listed in the dropdown; choose one to integrate with Zoho FSM.
 
Existing Zoho Books account
If you are already a Zoho customer and actively using Zoho Books, you can choose this option. All the active Zoho Books organization accounts linked to the email (used for FSM signup) will be listed in the dropdown and you can choose one to integrate with Zoho FSM.



If there are multiple existing Invoice or Books organization, then you can choose the desired one. If the trial period has expired for an Invoice/Books organization, then that organization will not be available for integration. Invoice/Books organizations that are integrated with Avalara will also be unavailable for integration.



When the Books organization integrated with a FSM account is deleted, then you will not be able to create work orders, service appointments, assets, etc. and you will encounter an error as shown in the screenshot below.



Once the onboarding and integration setup is completed:
  1. Your Zoho FSM account will be integrated with a Zoho Invoice/Books account.
  2. The module and field mappings will be configured between the two accounts automatically. You can change field mappings anytime.
  3. Tax rates
    1. If integrated with a new account, you can configure taxes and other settings within Zoho FSM and this will be automatically saved into the integrated Invoice/Books account.
    2. If integrated with an existing account, taxes and all other settings related to it will be pulled and saved into Zoho FSM.
  4. You can navigate to the integrated Zoho Invoice/Books organization by clicking on the Organization ID in Setup > Billing > Billing Setup.


If you want to switch or change a Zoho Invoice or Books organization that is integrated with Zoho FSM, please contact support@zohofsm.com (US, IN, AU) or support@eu.zohofsm.com (EU, UK).

    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










                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            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 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

                                                                                                      • Zoho FSM Extension for Zoho CRM (Data Sync via Zoho Books/Invoice)

                                                                                                        Prerequisites - Standard edition of Zoho FSM - Standard edition or above of Zoho CRM Install the Extension You can install Zoho FSM for Zoho CRM either from Zoho Marketplace or from Zoho CRM. To install the extension from your Zoho CRM account: ...
                                                                                                      • Create a Work Order in Zoho FSM from an Invoice in Zoho Books

                                                                                                        Use case: Whenever an Invoice is created in Zoho Books, create a Work Order for it in Zoho FSM. Follow the steps below to implement this use case: Step 1: Create a connection for Zoho FSM in Zoho Books Step 2: Create a custom function in Zoho Books ...
                                                                                                      • Tax Setting

                                                                                                        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 Kuwait Qatar Saudi Arabia United Arab Emirates United States ...
                                                                                                      • Perform actions in Zoho FSM on Quote (Estimate) approval in Zoho Books

                                                                                                        Use case: When a Quote (Estimate) is approved in Zoho Books, perform the following in Zoho FSM: Create a Work Order Create an Invoice for the Work Order Send the created Invoice to the customer Follow the steps below to implement this use case: Step ...
                                                                                                      • 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 If taxes are enabled in FSM, they should also be enabled in Books. If ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

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



                                                                                                          eBooks

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



                                                                                                          Webinars

                                                                                                          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