Integrate Zoho Bigin with Zoho Books
Overview
The Zoho Books/Invoice integration for Bigin lets you sync contacts, companies, and products between Zoho Books or Zoho Invoice and Bigin. Zoho Books and Zoho Invoice users can also create and view invoices, estimates, and sales orders related to customers from their Bigin account. Take the case of a local travel agency which uses Bigin to manage their Sales pipeline. Once the deal is created, they want to create an estimate or invoice for the travel package and share it with the customer. With the Zoho Books/Invoice integration for Bigin, the travel agency can create an estimate or invoice directly from the record details page in Bigin and share it with the customer.
The steps to integrate Zoho Bigin with Zoho Books vary between the three User Interface versions supported in Zoho One. Select the UI version you use from the tabs below and proceed with the steps that follow.
Spaces UI
Unified UI
One Experience
Spaces UI
To enable the integration,
- Sign in to Zoho One, then click the Directory Settings icon
on the top-right corner.
- Click App Management on the left menu, then select Integrations.
- Go to the Integrations tab.
- Click Bigin, and go to the Available tab. All the available integrations will be listed.
- Click Enable next to Books.
Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.
To configure the integration,
Follow the steps mentioned in the link to configure.
To deactivate the integration,
- Sign in to Zoho One, then click the Directory Settings icon
- Click App Management on the left menu, then select Integrations.
- Go to the Integrations tab.
- Click Bigin, and go to the Active tab.
- Click the kebab menu
against Books, then click Deactivate.
- Read the confirmation message and click Deactivate.
While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.
To delete the integration,
- Sign in to Zoho One, then click the Directory Settings icon
- Click App Management on the left menu, then select Integrations.
- Go to the Integrations tab.
- Click Bigin, and go to the Active tab.
- Click the kebab menu
- Read the confirmation message and click Delete.
Delete is an irreversible action. You will need to re-enable and configure the integration to use it again.
Unified UI
To enable the integration,
- Sign in to Zoho One.
- Click Directory in the left navigation menu, then click Integrations.
- Click Integrations in the tab at the top.
- Click the app you want to integrate with, then click Available; all the available integrations will be listed, click Enable.
Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.
To configure the integration,
Follow the steps mentioned in the link to configure.
To deactivate the integration,
- Sign in to Zoho One.
- Click Directory in the left navigation menu, then click Integrations.
- Click Integrations in the tab at the top.
- Click the required app, hover over the integration you want to delete, click
- Read the confirmation message and click Deactivate.
While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.
To delete the integration,
- Sign in to Zoho One.
- Click Directory in the left navigation menu, then click Integrations.
- Click Integrations in the tab at the top.
- Click the required app, hover over the integration you want to delete, click
- Read the confirmation message and click Delete.
Delete is an irreversible action.You will need to re-enable and configure the integration to use it again.
One Experience
To enable the integration,
- Sign in to Zoho One, then click Admin Panel icon
on the top-right corner.
- Click App Management on the left menu, then click Integrations.
- Go to the Integrations tab.
- Click Bigin, and go to the Available tab. All the available integrations will be listed.
- Click Enable next to Books.
Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.
To configure the integration,
Follow the steps mentioned in the link to configure.
To deactivate the integration,
- Sign in to Zoho One, then click Admin Panel icon
- Click App Management on the left menu, then select Integrations.
- Go to the Integrations tab.
- Click Bigin, and go to the Active tab.
- Click the kebab menu
against Books, then click Deactivate.
- Read the confirmation message and click Deactivate.
While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.
To delete the integration,
- Sign in to Zoho One, then click Admin Panel icon
- Click App Management on the left menu, then select Integrations.
- Go to the Integrations tab.
- Click Bigin, and go to the Active tab.
- Click the kebab menu
- Read the confirmation message and click Delete.
Delete is an irreversible action. You will need to re-enable and configure the integration to use it again.
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