Zoho Expense Integration | Help | RouteIQ for Zoho CRM

Integrate RouteIQ with Zoho Expense

RouteIQ's integration with Zoho Expense creates mileage expense automatically for a route owner in Zoho Expense when a route's status is completed and incomplete routes.

This feature is available in the Professional plan

Only Zoho Expense admin can enable this integration.

Mileage rates need to be configured in Zoho Expense for this integration. Learn more. 
Vehicle shouldn't be added in at least one mileage rate as this will be default rate used for mileage expenses created through this integration. Learn more. 

Mileage Expenses are created for user's who have access to Zoho Expense.

Integrating RouteIQ with Zoho Expense

  1. Open the settings menu in RouteIQ.

  1. Click Integrations

  1. Click Zoho Expense

  1. Select the Zoho Expense Organization you want to integrate.

  1. Click Integrate.

  1.  Mileage Expenses are created for user's who have access to Zoho Expense. It can be viewed in Zoho Expense in the Expenses module.



  1. User's have to associate this expense with a report to claim reimbursement. Learn more.

 

Disabling RouteIQ with Zoho Expense Integration

  1. Open the settings menu in RouteIQ.

  1. Click Integrations

  1. Click Zoho Expense

  1. Click the toggle switch to disable the integration


    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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 CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    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.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Integrate RouteIQ with Zoho CRM

                                                                                                        Integrating RouteIQ with Zoho CRM, is the process of connecting the modules and views of Zoho CRM with RouteIQ. After integration, you can visualize your prospects on a map and plan routes to visit them. Scenarios for Integration: Setting up RouteIQ ...
                                                                                                      • Installing RouteIQ for Zoho CRM

                                                                                                        Prerequisites to install RouteIQ You must be a Paid Zoho CRM user to install this extension. Installing RouteIQ RouteIQ can be installed from two places: RouteIQ's website Zoho Marketplace From RouteIQ's website The extension can be installed by ...
                                                                                                      • RouteIQ Features

                                                                                                        For plan based pricing detail, click here Standard Plan Features STANDARD (FLEXI) PLAN Features Explanation 1,000 Free Record Credits per Month A record credit is a token that is exchanged for an attempt to convert an address into GPS coordinates. ...
                                                                                                      • RouteIQ Mobile Applications

                                                                                                        Prerequisites : To access RouteIQ mobile application, you should have integrated RouteIQ with your Zoho CRM account via web application. Follow the procedure provided in the link below to integrate RouteIQ with Zoho CRM - ...
                                                                                                      • Integrate RouteIQ with RouteIQ Live Tracker

                                                                                                        RouteIQ Live Tracker tracks the live location of users who have been assigned tracker licenses. RouteIQ provides native integration for RouteIQ Live Tracker. Using Live Tracking users' live location can be viewed in the Tracking module in RouteIQ. ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources