CRM and Expense Integration
Is it possible to integrate the customers/accounts from Zoho CRM into Zoho Expense? I see that you can import users, but I cannot find a way to connect the customers and accounts.
Topic Participants
Erica Hashier
Karthik Pasupathy
Sticky Posts
Zoho Finance Workshop 2023 is coming to the USA. Meet the experts, get exclusive training on Zoho Finance apps and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,