Module Mapping Configuration

Module Mapping Configuration

You can change any of the module and field settings established during the Zoho FSM and Zoho Invoice/Books setupThe three main module mapping between Zoho FSM and Zoho Invoice/Books that are essential for the integration to work effectively are:

Zoho FSM Module

Zoho Invoice/Books Module

Contacts or Companies

Customers

Services and Parts

Items

Work Order or Service Appointments or Assets 

Invoices


The module mapping between Zoho FSM and Zoho Invoice/Books is essential for performing the following:
  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. If either of them are not present, then new records will be created in Invoice 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.
  2. Importing records from Invoice: You can import records of Customers and Items from Invoice to FSM. Any subsequent changes to these records in Invoice 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 should be enabled.
Although only Zoho Invoice is referenced in the remainder of this document, everything mentioned also applies to Zoho Books.
To configure the mapping between the modules:
  1. Navigate to Setup > Billing Module Mapping.
  2. Click Configure to set the field mapping between the Zoho FSM and Zoho Invoice fields.



  3. From the Zoho FSM Field dropdown, select the FSM fields to map the corresponding value to under Zoho Invoice MAPPING FIELD and click Save.
    Search Settings: During import you will be able to search using the fields for which the search setting is enabled.


Zoho Invoice Contact Module Integration

Choose the module in Zoho FSM that you want to integrate with the Customers module of Zoho Invoice. You can map the Customers module of Zoho Invoice to the FSM modules in four different ways.

I. Map the Company in Zoho FSM to the Customer in Zoho Invoice

Zoho FSM Module

Zoho Invoice/Books Module

Companies

Customers


Customer Type: Business


If this option is chosen, then:
  1. While generating an Invoice, the Companies in Zoho FSM will be automatically created as Customers in Zoho Invoice.
  2. Import can be done only in the Company module in Zoho FSM
  3. Customers of type Business from Zoho Invoice will be imported as Companies in Zoho FSM.
Note:
  1. Contacts that are not associated with any Company in Zoho FSM will not be pushed into Zoho Invoice
  2. Customers of type 'Individual' cannot be imported from Zoho Invoice.

II. Map the Contact in Zoho FSM to the Customer in Zoho Invoice

Zoho FSM Module

Zoho Invoice/Books Module

Contacts

Customers


Customer Type: Individual



If this option is chosen, then:
  1. While generating an Invoice, Contacts from Zoho FSM will be automatically created as Customers in Zoho Invoice.
  2. Import can be done only in the Contacts module in Zoho FSM
  3. Customers of type 'Individual' from Zoho Invoice will be imported as Contacts in Zoho FSM.
Note:
  1. Companies in Zoho FSM will not be pushed into Zoho Invoice
  2. Customers of type 'Business' cannot be imported from Zoho Invoice.

III. Map the Company and Contact in Zoho FSM to the Customer and Contact Person in Zoho Invoice respectively

Zoho FSM Module

Zoho Invoice/Books Module

Companies and Contacts

Customers


Customer Type: Business

  1. While generating an Invoice, the Companies and the associated Contacts in Zoho FSM will be automatically created as Customers and Contact persons in Zoho Invoice.
  2. Import can be done only in the Company module in Zoho FSM.
  3. Customers of type 'Business' and the associated Contact persons from Zoho Invoice will be imported as Companies and Contacts in Zoho FSM respectively.
Note:
  1. Contacts in Zoho FSM that are not associated with any Companies cannot be pushed into Zoho Invoice.
  2. Customers of type 'Individual' cannot be imported from Zoho Invoice.

IV. Map the Company and Contact in Zoho FSM to the Customer and Contact Person in Zoho Invoice respectively. There can be Contacts not associated to a Company in FSM

Zoho FSM Module

Zoho Invoice/Books Module

Companies or Contacts

Customers

 

Customer Type: Business, Individual



If this option is chosen, then:
  1. While generating an Invoice, the Companies and the associated Contacts in Zoho FSM will be automatically created as Customers and Contact persons in Zoho Invoice. Contacts from Zoho FSM not associated to a Company will be created as Customers of type Individual in Zoho Invoice.
  2. Import can be done in both Companies and Contacts modules in Zoho FSM.
  3. Customers of type Business and the associated Contact persons from Zoho Invoice will be imported as Companies and Contacts in Zoho FSM respectively.
  4. Customers of type Individual from Zoho Invoice will be imported as Contacts in Zoho FSM.
You can now import customer data from Zoho Invoice into Zoho FSM and automatically push Company and Contact data into Zoho Invoice when generating Invoice. 

Import Customers

If the Customer Type in Invoice is Business, then the customer will be imported as a Company in FSM. If the Customer Type in Invoice 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 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. 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 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. 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 Item Module Integration

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

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 into Zoho FSM and automatically push Service and Part data into Zoho Invoice 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. Users can click the link in the message (refer to the screenshot below) to fetch these Item details.



In the Import Products pop-up, search for Item from Invoice. The results will be displayed under the Invoice tab. Click on the Product whose values you want to fetch.



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


Zoho Invoice Invoice Module Integration

This option is for mapping FSM field values to custom fields in Invoice.

To add custom fields to a Invoice in Zoho Invoice:

  1. Navigate to Settings > Preferences > Invoices and click New Custom Field.
  2. 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 invoice.



To map FSM field values to custom fields in Invoice, do the following:
  1. Navigate to Setup > Billing Module Mapping.



  2. Click Configure for Zoho Invoice Invoice Module Integration to set the field mapping between the Zoho FSM and Zoho Invoice fields. From the Zoho Invoice Custom Fields dropdown, select the Invoice fields to map the corresponding value to under Zoho FSM Fields and click Save.
    You can map the Work Orders, Service Appointments, or Assets fields in FSM to a custom field created for the Invoice.


Once the module configuration is done, you can push data from FSM to Invoice.

Push data to Invoice

During Invoice creation, a check will be performed to ascertain whether the Contact, Company, or Services and Products in the work order are present in Invoice. If either of them are not present, then new records will be created in Invoice for these values.

Services and Products from FSM will be created as Items in Invoice. Refer screenshot below.



Companies/Contacts in FSM created as Customers/Contact Persons in Invoice. Refer screenshot below.



The invoices created for the work order can be viewed in Invoice as well. Refer screenshot below.



    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


          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide





                    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 SalesIQ Resources



                                        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

                                                                          • Module Mapping

                                                                            Prior to creating a work order, there are some settings you need to configure. Details of these settings are listed in the sections below. Request to Work Order Mapping On choosing the Convert to Work Order option in a Request, the Convert ...
                                                                          • 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 ...
                                                                          • Estimates

                                                                            An Estimate provides a ballpark figure for how much it would cost to provide the services asked for in a Request. Once a request is approved, the estimate can be created for the request. Based on the estimate, the contact can decide whether to ...
                                                                          • Connections

                                                                            There are some services that cannot be integrated directly with Zoho FSM. In these cases, you can use a connection to expand FSM's third-party support. Connection uses OAuth 2.0 protocol to facilitate this integration. Connections will be used while ...
                                                                          • FAQs

                                                                            General Is Zoho FSM part of Zoho One? Zoho FSM is not part of Zoho One. What are the integrations offered by Zoho FSM? Zoho FSM is currently integrated with Zoho Invoice/Books. Can I integrate Zoho FSM with third-party applications? Yes, Zoho FSM ...
                                                                          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