Integrate Zoho Invoice with Zoho Analytics
Overview
By integrating with Zoho Analytics, you can:
- Get access to a full-featured business intelligence (BI) and reporting tool that can slice & dice your Zoho Invoice data to create any report/dashboard you require.
- Create your own reports and dashboards based on your Zoho Invoice data or from any other data sources and popular business applications.
- Share reports and dashboards with your colleagues.
- Schedule and email your reports whenever you want.
- Export your reports as PDF, HTML, Excel, CSV, and image files.
- Embed your reports in websites, blogs, etc.
The steps to integrate Zoho Invoice with Zoho Analytics 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.
- Click Integrations, then 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
- Click Integrations, then 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.
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, then 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.
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
, 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.
- 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.
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Part 1- Getting started with Zoho One: Setting up your Organization and Applications
Zoho One brings together the apps your business needs to manage sales, marketing, finance, support, HR, collaboration, analytics, and more from one place. If you are setting up Zoho One for the first time, you do not need to configure everything at ...Integrate Zoho Subscriptions with Analytics
Overview This integration makes your data from Zoho Subscriptions available in Zoho Analytics, with which, you can create custom reports. The steps to integrate Zoho Subscriptions with Analytics vary between the two User Interface versions supported ...Integrate Zoho Projects with Analytics
Overview This integration allows you to slice and dice your project data and assist you in tracking and enhancing your project deliverables. You can also create your own ad hoc reports to analyze your projects data the way you want. The steps to ...Integrate Zoho CRM with Zoho Analytics
Overview This integration helps you to analyze CRM data and create insightful reports and dashboards for your business. This integration allows the users to understand the data and make better decisions by making: Combination charts Heat maps Bubble ...Integrate with Google
Zoho applications offer many points of integration with G Suite (formerly Google Apps) and other solutions like Google Analytics and Google AdWords. Below, we've linked to some help pages about popular ways to sync information between Zoho and Google ...
New to Zoho LandingPage?
Zoho LandingPage Resources