1. Creating Invoices: During invoice creation, a check will be performed to ascertain whether the Contact, Company, or Services and Parts in the work order are present in Invoice/Books. If any of these are not present, then new records will be created in Invoice/Books for these values. The information required for creating these records is obtained from the module mapping that maps field values of key modules in FSM to module fields in Invoice/Books.
2. Importing records from Invoice/Books: You can import records of Customers and Items from Invoice/Books to FSM. Any subsequent changes to these records in Invoice/Books will not reflect in the imported records in FSM and vice versa. In order to sync records between FSM and Invoice/Books, two-way sync must be enabled. Once the two-way sync is enabled, importing records from Invoice/Books will not be available.

1. Navigate to Setup > Billing > Billing Setup.
   
2. To map the Zoho FSM Companies or Contacts fields to the Zoho Invoice/Books Customers fields or to map the Zoho FSM Services And Parts to the Zoho Invoice/Books Items.
   Select the Sync Setting tab and click Configure to set the field mapping between Zoho FSM and Zoho Invoice/Books fields.
   
   
   
   To map the FSM field values to the default and custom fields in Invoice/Books.
   Select the Invoice Mapping tab and click Configure to set the field mapping between Zoho FSM and Zoho Invoice/Books fields.
   
   
   
   
3. Map the Zoho FSM Field values to those under Zoho Invoice/Books Field and click Save.
   
   
   

PII and EPHI data fields will not be available for mapping.

Zoho Invoice/Books Contact Module Integration

You can now import customer data from Zoho Invoice/Books into Zoho FSM and automatically push Company and Contact data into Zoho Invoice/Books when generating Invoice.

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During FSM onboarding, if you are integrating with an existing Books/Invoice organisation, the sync type chosen for your FSM-Books/Invoice integration will be the same as the sync type in CRM-Books integration. Else, if you are creating a new Invoice organization, the default sync type will be Type IV.

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The sync type will determine whether the company, and contact fields will be mandatory in the following modules:

Module Name	Sync Type
	Type I	Type II	Type III	Type IV
Contact			Company
Requests	Company	Contact	Contact Company	Contact Company (if present)
Estimates	Company	Contact	Contact Company	Contact Company (if present)
Work Orders	Company	Contact	Contact Company	Contact Company (if present)
Assets	Company	Contact	Contact Company	Contact Company (if present)

Import Customers

If the Customer Type in Invoice/Books is Business, then the customer will be imported as a Company in FSM. If the Customer Type in Invoice/Books is Individual, then the customer will be imported as a Contact in FSM.

Customer Type: Business

When you create (or quick create) a Company in FSM, a search can be performed for matching Customer created in Invoice/Books with Customer Type as Business. Users can click Import in the message (refer to the screenshot below) to fetch these Customer details.

In the Import Accounts pop-up, search for Customer from Invoice/Books. Click on the Customer whose values you want to fetch.

The details of the selected Customer will be populated in the Create Company page. Users can edit these values or use them as is.

Customer Type: Individual

 

When you create (or quick create) a Customer in FSM, a search can be performed for matching Customers created in Invoice/Books with Customer Type as Individual. Users can click the link in the message (refer to the screenshot below) to fetch these Customer details.

 

 

In the Import Contacts pop-up, search for Customer from Invoice/Books. Click on the Customer whose values you want to fetch.

 

 

The details of the selected Customer will be populated in the Create Contact page. Users can edit these values or use them as is.

Zoho Invoice/Books Item Module Integration

Map the Services and Products in Zoho FSM to the Items in Zoho Invoice/Books.

Zoho FSM Module	Zoho Invoice/Books Module
Services and Parts	Items

Once the Services and Parts module is integrated to the Items module, you can import Items data from Zoho Invoice/Books into Zoho FSM and automatically push Service and Part data into Zoho Invoice/Books when generating Invoice.

Import Items

When you create (or quick create) a Service/Part in FSM, a search can be performed for matching Items created in Invoice/Books. Users can click the link in the message (refer to the screenshot below) to fetch these Item details.

In the Import Part pop-up, search for Item from Invoice/Books. Click on the Product whose values you want to fetch.

The details of the selected Part will be populated in the Create Service/Part page. Users can edit these values or use them as is.

Zoho Invoice/Books Invoice Module Integration

This option is for mapping FSM field values to the default and custom fields in Invoice/Books.

To add custom fields to a Invoice in Zoho Invoice/Books:

1. Navigate to Settings > Preferences > Invoices.
   
2. Select the Field Customization tab and click New Custom Field.
3. In New Custom Field - Invoice, add the necessary details and click Save.
   
   
   
   Please refer to the below screenshot to see how custom fields will be displayed in the Generate Invoice overlay. If you don't want to manually add the values for the custom fields in the Generate Invoice overlay, you can map the desired FSM fields to the custom fields in Invoice/Books. Once this mapping is added, the custom fields will not appear in the Generate Invoice overlay but the required values will fetched from the mapping.