Integrate Zoho Expense with Zoho Projects
Overview
This integration allows you to fetch projects from Zoho Projects and record the project-related expenses in Zoho Expense. You can also import all the clients associated with projects as customers and record the project expenses in Zoho Expense
The steps to integrate vary between the two 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
Spaces UI
To enable the integration,
- Sign in to Zoho One.
- Click
on the top-right corner, 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
Note: Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions
To configure the integration,
To deactivate the integration,
- Sign in to Zoho One.
- Click
- Click Integrations in the tab at the top.
- Click the required app, hover over the integration you want to delete, click
, then click Deactivate.
- Read the confirmation message and click Deactivate.
Note: 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
- 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.
Note: 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.
Note: 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
, then click Deactivate.
- Read the confirmation message and click Deactivate.
Note: 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.
Note: Delete is an irreversible action.You will need to re-enable and configure the integration to use it again.
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