With this integration, you can manage financial transactions directly using data from your Vertical Studio modules. Customer records, vendors, and product details can be synchronized with Zoho Finance applications, helping you streamline invoicing, billing, and other financial operations while maintaining a unified system.

For detailed information about how financial records are created and managed using this integration, refer to the Zoho CRM documentation for Zoho Finance Suite integration:

• Setting up and Configuring Zoho Finance Suite Integration
• Using Zoho Finance Suite Integration

Note

• This integration is available only for Vertical Studio subscriber accounts. It is not supported in the Developer Console.
• The integration can only be initiated from the Vertical Studio. It cannot be initiated from Zoho Finance applications.
  

Prerequisites

Before setting up the integration, ensure that the following requirements are met:

• An active Vertical Studio subscriber account with Administrative privileges
• An active Zoho Books account with Administrative privileges
• The following modules must be present in the Vertical Studio application:

• Contacts
• Accounts
• Vendors
• Products

• The home currency in Vertical Studio and Zoho Books must be the same.

These modules are required for synchronizing customer, vendor, and product data with Zoho Finance Suite.

Setting up the Integration

You can initiate the Zoho Finance Suite integration only from the Vertical Studio subscriber account.

To set up the integration:

1. Log in to your Vertical Studio subscriber account with Administrator privileges.
2. Navigate to Setup > Marketplace > Zoho > Zoho Finance Suite.
3. Click Set up now. 
4. You will be presented with a screen that lists all the apps that are bundled in the finance suite. To continue with the integration, click on Setup.
   
5. Review the consent screen, which lists the permissions required for the integration, and click Proceed.
6. Select the Zoho Books organization from the dropdown.
7. Select all the modules to be included, and click Next.
8. Set synchronization settings for Accounts, Vendors and Products, and click Save.
   

Once the authorization is complete, you will be notified you will be able to access the finance modules you have chosen.

Managing the integration from Vertical Studio

Once the integration is enabled, you can access the finance integration settings from your Vertical Studio subscriber account.

To access the integration settings:

1. Log in to your Vertical Studio subscriber account.
2. Navigate to Setup > Marketplace > Zoho > Zoho Finance Suite.
3. Click Manage.

From here, administrators can review and manage the integration configuration.

Deactivating the Integration

If the integration is no longer required, administrators can deactivate it from the Vertical Studio subscriber account.

To deactivate the integration:

1. Log in to your Vertical Studio subscriber account.
2. Navigate to Setup > Marketplace > Zoho > Zoho Finance Suite.
3. Click Manage.
4. Click Deactivate.
5. Confirm the action in the confirmation dialog.

Once the integration is deactivated, Vertical Studio will no longer synchronize data with Zoho Finance Suite applications.

Viewing the finance suite integration modules

Once the Zoho Finance Suite integration is successfully enabled, additional finance-related modules become available in your Vertical Studio application. These modules allow you to access and manage finance records associated with your Vertical Studio data.

The following module groups will be added:

Zoho Billing

Provides access to subscription and recurring billing information from Zoho Billing.

Zoho Finance

This module group contains finance transaction records synced from Zoho Books.

Available modules include:

• Invoices
• Estimates
• Sales Orders
• Purchase Orders

Zoho Expense

This module group allows you to view and manage expense-related records synced from Zoho Expense.

Available modules include:

• Expenses
• Expense Reports

These modules help users view finance records directly within Vertical Studio while continuing to manage the actual financial transactions from the respective Zoho Finance applications.

Troubleshooting and FAQs

Q: Can the Zoho Finance Suite integration be initiated from Zoho Finance applications?
A: No. The integration can only be initiated from the Vertical Studio subscriber account.

Q: Can this integration be configured from the Vertical Studio Developer Console?
A: No. This integration is available only in subscriber accounts and is not supported in the Developer Console.

Q: What data is synchronized between Vertical Studio and Zoho Finance Suite?
A: Customer information, vendor details, and product records from Vertical Studio can be synchronized with Zoho Finance Suite applications for use in financial transactions.

Q: Why don’t I see the “Zoho Finance Suite” option under Setup > Marketplace > Zoho?

A: The Zoho Finance Suite integration option may not appear due to one of the following reasons:

• Your Vertical Studio application may not contain all the required modules: Contacts, Accounts, Vendors, and Products.
• You may not have an active Zoho Books account, which is required to enable the integration.

Ensure that the required modules are present in your application and that you have an active Zoho Books account before attempting to set up the integration.

Q: Why do I get an error when trying to enable the Zoho Finance Suite integration?

A: This may occur if the Zoho Finance (Zoho Books) account you are trying to connect is already integrated with another Vertical Studio or Zoho CRM organization.

Only one CRM/Vertical Studio organization can be connected to a Zoho Finance account at a time.

To proceed, you must first disconnect the existing integration from the other organization before setting it up in your current Vertical Studio account.