Xero Billing Data (22 instances) - Zoho (CRM) - Single Source of Truth For Client Data & Notes

• Topic Participants

• Hamzah Shakoor

• Ishwarya SG

  

• Sticky Posts

• Free Webinar - Digital signatures for digital contract management with Zoho CRM

  Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcoming

• New User Interface for your Email integration in Zoho CRM

  Hello folks,  As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**.  If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below.  **Please note that,

• Fetching leads from Zoho CRM into Zoho Creator, automatically

  I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible?   Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM.  For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically

• Recent Topics

• Ask the Experts 27: Onboarding and managing support reps

  Hello everyone, We are back with our Ask the Experts (ATE) series for 2026. This year, we bring experts to help you address customer support challenges using Zoho Desk. For our first ATE, we are getting into the human side of customer support. "Every

• Introducing Rollup summary in Zoho CRM

  ------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that

• Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more

  The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currency

• Marketer's Space: Why your open rates suddenly drop to zero?

  Hey everyone—welcome back to another post in Marketer's Space! If you regularly track the performance of your campaigns, open rates are probably one of the first numbers you check after sending an email. So it can be quite alarming when a campaign suddenly

• CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

  Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

• Bulk upload images and specifications to products

  Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.

• Introducing Workqueue: your all-in-one view to manage daily work

  Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales

• I'd like to Import Contacts for an SMS Campaign, but they don't have email addresses.

  I've got a contact list of about 4000 contacts. Some only have mobile phone and not email. Can I still import the contacts?

• Incoming email replies not automatically associating with Deals/Opportunities - Is this possible in Zoho CRM?

  Hello Zoho Community, I'm running a travel agency (B2B and B2C) and we've been struggling with what seems like a basic functionality that we cannot get to work properly. Our use case: We send emails to suppliers (hotels, transportation companies) and

• Transaction Rule Matching

  Q1. Is there a method to have the Transaction Rules applied across multiple Bank Accounts? Q2. To match "contains" text in Transaction Rules, is a wildcard or regular expression required? Is it case sensitive? Would searching for "issue" in the following

• Newby Questions - Vendors, Customers, and Income vs. Other Income Clarifications

  Q1. For Deposits, there does not seem to be an option for "Income". "Other Income" is an option however. What is the process to add the option to assign a deposit to type "Income"? Q2. In many cases Vendors and Customer are the same. Vendors may purchase

• Newby Questions

  Q1. The top bar of Zoho Books has a "Search in Banking (/) " field. What is the proper use of this text box? - Searching for Amazon for example has no results but there are transactions. - Is the search case sensitive? - Are regular expressions allowed?

• Duplicate Leads Notification Help!

  Hello! I have several web forms that have a duplicate lead notification that are being sent to the creator of the web form. I understand how to change the form entry notification, but I am specifically looking to change the recipient of the "Duplicate Lead" notification. Any help you can offer is greatly appreciated! TIA, ~ Jenn

• Bulk Associate Tasks/Task Lists to Milestones (Similar to Issues)

  Hello Zoho Projects Team, We hope you are doing well. We would like to request an enhancement regarding Milestone management for Tasks in Zoho Projects. Current Behavior: In the Issues module, it is possible to select multiple issues and easily associate

• How to see Statement Details Shown in Unclassified Transactions in All Transactions?

  All, The list of Unclassified Transactions show the Statement Details and Descriptions. What is the method to see that column in the All Transactions list? -Thanks!

• Zoho CRM - Feature Request - Analytics Components Group By Week Alternative Formats

  On the Zoho CRM Analytics Components, please consider adding an option to allow group by week format to be changed to other formats such as Week Commencing or Week Ending dates, rather than the current Week Number. This would provide improved usability

• Is Zoho Sites still actively being developed?

  Hello, Is Zoho Sites still actively being developed as part of the Zoho ecosystem? I noticed that the What's New page (https://www.zoho.com/sites/whats-new.html) does not show any updates since Q1 2025. We were considering migrating our website from Squarespace

• Adding new data to the sheet with most recent data being added to top row.

  I am using a form that I built from within sheets.  When the form is submitted, is it possible to have the data entered in (for example) row 2 (since row 1 is the heading) instead of being added into the next available row which should be hundreds of

• Duplicate Leads Concerns with Round Robin and Lead Approval Process

  It is great to have the Duplicate Lead Approval Process, there are a few issues with the process that I would greatly appreciate taken consideration in enhancing. It appears that A Lead comes in Lead owner assigned by the Round Robin Check for Duplicate,

• need a packing list feature

  In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.

• Editing Item Group to add Image

  I did not have the image of the product when the Item Group was created. Now I have the product image, and would like to associate/add to the Item Group. However the Item Group Edit functionality does not show/allow adding/changing image. Please hel

• Zoho CRM Queries Now Support Databases and Cloud Data Sources

  Hello everyone! We're thrilled to announce a major enhancement to the Queries feature in Zoho CRM! Queries now support a broader range of external data sources, allowing you to fetch live data and combine it with CRM records, all using a unified query

• Use arbitrary images in deluge

  I am sending emails from my deluge code and I would like to be able to include a few images in the email template. While I know that I could put the on a website somewhere and link to them in the HTML, that is not what I want due to email client security

• Map: Output None

  Hi, Checking if you help me inspect this block The code below triggers during Successful form Submission from another Form. // rec_a = formA[ID!=0]; rec_b = formB[ID!=0]; ListA = List(); //subformA for each recA in rec_a.ItemSubform { for each recB in

• Re: Application Architecture in Zoho Creator — A Platform-Specific Deep Dive

  A recent community post on application architecture made some excellent points about planning architecture early in Zoho Creator projects. The core message is right — Creator applications have a habit of growing organically into maintenance nightmares,

• Files Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines

  Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: File

• Introducing a smarter, faster, and more flexible charting experience

  Hello Zoho Sheet users, We're delighted to share the latest news about a major update to charts in Zoho Sheet! The new version supports dynamic data ranges, granular styling options, faster loading, and other interesting enhancements that allow you to

• sync two zoho crm

  Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.

• Zoho Bookings - Feature Request - Services Which Include A Resource and Consultant

  Hi Bookings Team, My feature request is to have the ability to add Consultants and Resources to Services. Use case: Your business provides first aid training and there are certain equpment you require to provide the half day training. There are only specific

• Assign Meeting in records

  It would be nice to be able to "call and assing" meetings from a record, for example from a Deal. Right now - calendar is synced with CRM - meetings show in calendar - you can go in each meeting and assign it to a record It would be nice to be able to

• You have reached the maximum limit of bank accounts that can be connected to Zoho Books through token.

  I can no longer connect to my bank account to download transactions into Zoho Books. I egt the error message: "You have reached the maximum limit of bank accounts that can be connected to Zoho Books through token. To connect more accounts, write to us

• Sincronizar eventos de Bigin en Zoho Calendar (Zoho Mail)

  Hola Me gustaría poder sincronizar mi Calendario de Zoho (Mail) con los eventos de Bigin. No veo la opción disponible.

• Sales Receipts in UK Free tier

  Is Sales Receipts available in UK Books, specifically at the Free tier? None of the options from the help pages are available to me.

• My client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.

  Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you please

• When I schedule calendar appointments in zoho and invite external emails, they do not receive invites

  Hello, We have recently transitioned to zoho and are having a problem with the calendar feature. When we schedule new calendar appointments in zoho the invite emails aren't being sent to the external users that we list in participants. However, this works

• Migrate different zoho subscription to zoho one

  Dear We have different zoho subscription we need to migrate it to zoho one. Currently we are paying for zoho email, zoho expense, zoho payroll etc under different admin We need to move it too zoho one flexlible plan for all my employees

• Bigin use in hospital- Human Med or Veterinary

  I am looking for users who are in either human or veterinary medicine and use the CRM specifically for referral management tasks. Are you using the basic version? How many users update the CRM and is it effective? Did you pay for additional customizations?

• Questions Regarding Helpdesk & SalesIQ Customization and Email Setup

  Hello, I hope you’re doing well. I have a few questions regarding Helpdesk and SalesIQ: Can the emails sent to customers via helpdesk tickets be fully customized — including signature, subject line, and other elements? Also, is it possible to send these

• Internal Fillable Contract with Zoho Writer (Before Sending to Client)

  Hi everyone, I’m trying to automate the following process in Zoho CRM and would appreciate some guidance. Process: When a Deal moves to a specific stage, CRM triggers an automation. CRM sends a contract template to an internal team member so they can

• How to sync overtime from zoho people to zoho payroll

  Hi everyone, I’m currently setting up Zoho People with Zoho Payroll. While configuring the sync, I noticed I can only fetch Employee Profiles, LOP (Loss of Pay), and enable the Employee Portal. I can’t seem to find a way to automatically pull Overtime

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