Integrate Zoho Invoice with Zoho CRM - Unified Integrations | Admin Guide - Zoho One

Integrate Zoho Invoice with Zoho CRM

Overview

If you have a Zoho CRM account, you can sync your Zoho CRM data with Zoho Invoice easily. This means you can track and manage key CRM as well as accounting information in the same place.
Once you set up the integration, based on your preference and field mapping, the data gets fetched from Zoho Invoice and will be displayed in Zoho CRM.

The steps to integrate Zoho Invoice with Zoho CRM 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,

  1. Sign in to Zoho One, click on the top-right corner.
  2. Click Integrations, then click Integrations in the tab at the top.
  3. Click the app you want to integrate with, then click Available; all the available integrations will be listed, click Enable.
Notes
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,

  1. Sign in to Zoho One, click on the top-right corner.
  2. Click Integrations, then click Integrations in the tab at the top.
  3. Click the required app, hover over the integration you want to delete, click , then click Deactivate.
  4. Read the confirmation message and click Deactivate.
Notes
While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.

To delete the integration,

  1. Sign in to Zoho One, click on the top-right corner.
  2. Click Integrations, then click Integrations in the tab at the top.
  3. Click the required app, hover over the integration you want to delete, click , then click Delete.
  4. Read the confirmation message and click Delete.
Notes
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,

  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the app you want to integrate with, then click Available; all the available integrations will be listed, click Enable.
Notes
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,

  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click , then click Deactivate.
  5. Read the confirmation message and click Deactivate.
Notes
While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.

To delete the integration,

  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click , then click Delete.
  5. Read the confirmation message and click Delete.
Notes
Delete is an irreversible action. You will need to re-enable and configure the integration to use it again.