Integrate Zoho Books with Zoho Projects
Overview
Once you integrate, the projects along with their primary clients, tasks, bugs, timesheets, and users will be synced with Zoho Books, and made available within the Time Tracking module. Next, you can track time and create transactions such as quotes, invoices, recurring invoices, expenses, and recurring expenses for these projects.
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,
Follow the steps mentioned in the link to configure.
To deactivate 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 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.
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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