Zoho FSM Integration Series #1: Zoho FSM and Zoho Books/Invoice

Zoho FSM Integration Series #1: Zoho FSM and Zoho Books/Invoice

In this series, we will throw light on how you can leverage the incredible power inherent in Zoho FSM to extend its functionalities through integrations, both native and custom. We will delve into the numerous use cases that can be achieved through these integrations.
 
Here we will be talking about a key in-built Zoho FSM integration, that with Zoho Books/Invoice.
 

   
We will walk you through the nitty-gritty of this integration: the features it has to offer and how you can enable it. So, let's dive in !

Features

I. Region-specific Tax Support: The various region-specific tax systems supported by Zoho Books/Invoice can be incorporated into Zoho FSM. Thus, businesses anywhere can use Zoho FSM to manage their field service operations while complying with local tax laws.

II. Manage Invoicing and Payments: Effortlessly generate invoices for your work orders and provide a secure method for your contacts to make payments conveniently and promptly. Invoices generated in Zoho FSM are automatically added to Zoho Books/Invoice thus enabling easy accounting.

III. Bidirectional Data Sync: Automatic bidirectional syncing of data (Companies, Contacts, and Services And Parts) between Zoho FSM and Zoho Books/Invoice.

I. Region-specific Tax Support   

Zoho FSM provides tax support for your transactions, including region-specific tax regulations in the following regions:
If you need to use the tax rules of a country that does not currently have a designated tax edition in Zoho FSM, then you can use the Global edition.

The tax-related properties can be added to Services And Parts, Contacts, and Companies. These values will then be used while creating Estimates or Work Orders.
 

 
While creating an Estimate or Work Order, the tax for Services/Parts will be prefilled based on the value of the Contact (or Company, based on the sync type for the FSM-Books/Invoice integration) and Service/Part.


II. Manage Invoicing and Payments   

  • Easily create invoices from your work orders. The sales persons added in Zoho Books/Invoice can be chosen while creating an invoice. Similarly, the Payment Terms set as default for a customer in Zoho Books/Invoice will be populated in the invoice.



  • The created invoices can be viewed in Zoho Books/Invoice.



  • You can configure payment gateways in Zoho Books/Invoice and provide customers the option to make online payments for the invoices you sent them.

     

III. Bidirectional Data Sync  

Data can be automatically synced between Zoho FSM and Zoho Books/Invoice. Companies, Contacts, and Services And Parts records can be bidirectionally synced between Zoho FSM and Zoho Invoice/Books.
 
Zoho FSM
Zoho Invoice/Books
Companies or Contacts
Customers
Services and Parts
Items
 
You can easily access the linked record from Zoho FSM.
 

 
If data sync is not enabled, then you have the import option to fetch records from Zoho Books/Invoice.

How to Set Up this integration 

This in-built integration will be set up during the Zoho FSM onboarding process. While onboarding, you can choose to integrate Zoho FSM with any of the following:
  • New Zoho Invoice account: This is the default option



  • Existing Zoho Books/Invoice account: All the active Zoho Books/Invoice accounts linked to the email (used for Zoho FSM signup) will be listed in the dropdown; choose one to integrate with Zoho FSM.


Enabling Two-way Sync 

Two-way data sync between Zoho FSM and Zoho Invoice/Books can be enabled in just three steps:
  1. Navigate to Setup > Billing > Billing Setup and click Enable Sync under the Integration tab.



  2. Choose an option for How do you like to manage duplicate records? and click Save and Next.

    While syncing the data between FSM and Invoice, the duplicate records can be cloned or overwritten.

    If you choose Clone Records, the duplicate record will be replicated in Zoho Invoice/Books.
    If you choose Overwrite Records, then the details in the record with the latest modified time will be used to overwrite the other record.



  3. Set the field mapping between the Zoho FSM Companies or Contacts and Zoho Books/Invoice Customers fields. From the Zoho FSM Field dropdown, select the FSM fields to map the corresponding value to under Zoho Books/Invoice Field and click Save and Next.



  4. Set the field mapping between the Zoho FSM Services And Parts and Zoho Books/Invoice Items fields. From the Zoho FSM Field dropdown, select the FSM fields to map the corresponding value to under Zoho Invoice/Books Field and click Save and Enable.


To configure the field mapping between Zoho FSM Work Order fields and the custom fields in Invoice/Books:
  1. Navigate to Setup > Billing > Billing Setup.
  2. Select the Invoice Mapping tab and click Configure.



  3. Map the Zoho FSM Field values to those under Zoho Invoice/Books Field and click Save.
 
Refer to our KB for comprehensive details on this integration. We will be back soon with details of another integration. Meanwhile, do drop a comment or email us at support@zohofsm.com.




        • Recent Topics

        • Query Regarding our Partnership between AIC-JKLU and Zoho

          Dear Zoho Team, I am writing to raise a concern on behalf of AIC-JKLU, one of Zoho’s incubator partners. Recently, our startups have been facing difficulties while trying to get themselves onboarded on Zoho through our dedicated partner link. Unfortunately,

        • Getting events in the future

          Hi I am trying to get events in the future by calling this API Endpoint https://www.zohoapis.eu/crm/v8/Events?fields=Event_Title,Created_By,Created_Time,Start_DateTime But that gives me all events in the database. How do I make a query that returns all

        • Created Date/Invalid Fields

          Since Saturday we have suddenly had issues with our webhooks and data retrieval from CRM. Specifically how Created Date is handled. It appears there was some sort of change within CRM that broke a lot of our code that has been in place for several years.

        • Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

          Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication

        • integration zoho form - drive

          I integrated my form with Google Drive. The report of user submissions from the Google Form becomes a Google Sheets table. When I used Google Forms for the same task, the summary sheet adapted to the form. For example, if I added a new field to the form,

        • Revenue Management: #9 Revenue Recognition in Media & Publishing

          Media & Publishing industry has evolved in recent times. It offers subscriptions, bundles digital and print access, runs sponsored content, and sometimes even sells ad spaces. If you run a media or publishing business, you will always get into a situation

        • Zoho CRM Community Digest - July 2025 | Part 2:

          Hello, Everyone! We’re closing out July with a can’t-miss highlight: Zoholics Europe 2025! Happening from September to October, it’s your chance to level up your CRM skills, covering everything from automation and CPQ to dashboards and advanced workflows.

        • How can I trigger a flow action only once while updating contact?

          Hi, we have a trigger to merge&mail file when the field YYY is filled out. For this acion I used "Create or update module entry". But unfortunately we get tens of email on a day with this merged file, because the contact is being regularly updated. The

        • Copy a Record Template from one Form to another

          I have a Creator application with several forms.  I developed a record template for one of the reports/forms but want to use most of it for another of the form/report combinations in the application. Is there a way to copy the template (code or otherwise) to another form?

        • Tip of the Week #70 – Create common team signatures for your shared inboxes

          Did you know that a small detail, such as an email signature, can make a big difference in how your brand is perceived? One simple yet smart way to enhance your team’s communication is by creating common team signatures for your shared inboxes. Instead

        • Enhanced data export features: XLSX format, custom character encoding, and selective record export

          Greetings all, Here are a few enhancements related to exporting CRM data, including the ability to export data in XLSX file format now. The Export feature under Data Administration now offers new options that expand its flexibility and enable users to

        • Tip #42 – How to manage data security with Privacy Settings – 'Insider Insights'

          Data privacy is a cornerstone of trust in remote support. Through Privacy Settings in Zoho Assist, you can set up how data is gathered, stored, and handled in your organization. These settings ensure compliance, data protection for sensitive details,

        • Zoho DataPrep and File Pattern configuration

          I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex

        • Introducing Dark Mode / Light Mode : A New Look For Your CRM

          Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for

        • Quick Item Search & Auto-suggestion for Invoices

          Hi Team, I am facing an issue while creating invoices in Zoho Books. Currently, I have to type the full item name in the correct sequence and spelling for it to appear. For example, my item name is: "Distemper Acri Silk Special White 10kg" If I type something

        • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

          Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

        • Ticketbai! en el Pais Vasco

          Hola a todos, En enero de 2.022 se va a implantar en el país vasco un nuevo sistema de facturación, denominado ticketbai!, ¿hay alguna previsión de realizar las adaptaciones en zoho books o zoho invoices? Ignoro la cantidad de clientes que tienen estas

        • Zoho CRM mobile app feature update: home page widgets, field tooltips and user image upload

          Hello everyone! Your business doesn't pause when you're on the move, and neither should your CRM. That's why in our latest update, we've introduced a few new features to make your mobile CRM experience smoother and more efficient. Let's take a quick look

        • Zoho CRM Plain Text Template: Line Breaks and Formatting Issue

          Hello, I'm following the instructions to create email templates in Zoho CRM, but I'm having a problem with the plain text version. https://help.zoho.com/portal/en/kb/zoho-sign/integrations/zoho-apps/zoho-crm/articles/zoho-crm-email-templates#Steps_to_create_a_custom_email_template

        • Optimizing Task Handling: Auto-Remove Recurrence for cancelled Tasks.

          Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

        • Important updates to your connectors

          Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the

        • Create, collaborate, and manage agreements with Zoho Sign

          Agreements drive business. We launched Zoho Sign in 2017 as a simple digital signature tool to sign agreements from anywhere, at any time. Over the years, we've learned that most agreements go through last-minute changes before they're signed. Our users

        • Function #25: Automatically generate purchase orders from a sales order

          We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is

        • Has Anyone successfully integrated Zoho and Sage Intact?

          Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,

        • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

          ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▷▷参加登録はこちら：https://us02web.zoom.us/meeting/register/6OSF2Bh6TumsMIlDwaY_PQ ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho

        • hiding a topic from all but one segment (or list)

          My organization sends out a number of newsletters using Zoho Campaigns. One of those newsletters is for volunteers. In order to become a volunteer, a person has to first go through our volunteer orientation (training). After that, they can receive newsletters

        • How do I set up this automation correctly?

          When contacts enter my Subscribers list, I want it to reference a custom field to see if it is empty. Then I want it to do two things: If empty: Assign a tag based on a different custom field. If that custom field is empty, assign a different tag. If

        • Custom confirmation message

          How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather

        • Has anyone integrated SMS well for Zoho Desk?

          Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thing

        • Desk x CRM Integration

          Howdy! We currently use SalesIQ but we are considering moving across to Desk as it seems to have more functionality that we want. One of the pulls is the ability for our customers to self serve. But, I might be getting over excited and not actually need

        • Issue with Save & Share Link – Works for Others but Not Creator

          I’ve enabled the "Save and Share" feature in Zoho Forms, and it works correctly for all users accessing the public link—except for me (the form creator). Issue Details: When I save and share the link, recipients see a “no permission” error. The form is

        • Save the pdf report from a registration form in a Folder

          Through Zoho Forms I created a registration form with quite a lot of rules to handle different variables (TEAM types, payment in installments, etc.), and the result is pretty good. The automatic PDF that is sent to the respondent upon submission is already

        • zoho forms integration to zoho work drive

          Scenario: A user fills out a Zoho Form, entering details such as email, mobile number, and other required information, and uploads supporting documents like PAN, Aadhaar, etc. Upon submission, the data is available in Zoho Forms Reports. Requirement:

        • Zoho Forms to Zoho CRM Integration failed - can I restart it?

          The integration of Zoho Form to Zoho CRM has failed. Is there a way for me to restart it for the impacted entry?

        • insert an equation, but in document, it shows an image not available.

          I'm new to Zoho writer and used Zoho writer in desktop app version . When I inserted an equation, I got an image not available sign. Any help is appreciated. Thanks, Charles

        • Zoho Desk Android app update - Swipe action customization

          Hello everyone! We have brought in support for the swipe action customization in latest version(v2.9.13) of the Zoho Desk Android app update, enabling you to configure left and right swipe gestures on tickets to carry out the actions swiftly without opening

        • Import KB template OR Export template for zoho desk?

          Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possible

        • XML format to import knowledgebase into Zoho Desk

          Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.

        • Zoho Desk integration with Power BI

          Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks Jack

        • Arranging Ticket Templates

          Is there any way to arrange our ticket templates? It doesn't look very organised when it's just arranged according to when they were created. We want the list to look more organised, by arranging/grouping them by topics, or even just by alphabetical

        • Next Page