Enhancements to finance suite integrations

Enhancements to finance suite integrations

Alert
Update on the migration (October 28, 2025):

Starting this week (October 29 tentatively), we’ll begin migrating Zoho CRM users to Zoho Books as integration users. This means actions will now run under each user’s own Zoho Books access, instead of the admin’s.

As an admin, you can also choose to migrate users early from the Integration Settings page in Zoho CRM.

(Refer to the announcement for details).
Alert
Update:

Based on your feedback, we’ve updated the capabilities for integration users. In addition to the Estimates module, they can now create, view, and edit records in all the finance modules including Sales Order, Invoices, Purchase Order.

We're also running a migration and all existing users who have migrated already will receive an email once this change goes live.

Last modified on: May 15, 2025
Info
Please note that Zoho Subscriptions is now Zoho Billing.
Hello everyone!
 
We're delighted to announce some enhancements we've recently made to the finance suite integration with Zoho CRM. These improvements focus primarily on two major integrations:
  • Zoho Books
  • Zoho Subscriptions
We've implemented these updates carefully based on the valuable feedback we've received to ensure that the user experience is smoother. So without further ado, let's dive into the details!

Enhancements to the Zoho Books integration

We've refined some of the integrated features between Zoho CRM and Zoho Books to address previous challenges and enhance user interactions.

What were the challenges? 
  • Users were unable to send emails using their email addresses.
  • Zoho Books sometimes generated inaccurate reports during audits because records created from Zoho CRM weren't being updated with the correct user names in Zoho Books.
  • User-level permissions, field-level permissions and processes such as the Approval process in Zoho Books weren't being properly handled in Zoho CRM.
  • Users who did not have proper authorization to use Zoho Books were able to create transactions from CRM by using admin's permissions.
All of these challenges arose because the integration operated exclusively via the integration owner/admin's authentication (only the admin-level permissions in Zoho Books are handled, while other user-level permissions are not accounted for), which meant that any actions performed in CRM were recorded under the name of the admin in Books.

What have we enhanced? 

1. Introducing Integration users 

Sales personnel typically manage tasks up to the estimates stage in a sales process. Therefore, CRM users who have primarily worked on estimates modules and have not engaged in subsequent activities like invoices can now be added as Integration Users from CRM to Zoho Books without the need for new licenses in Books. In other words, integration users in Zoho CRM are standard CRM users whose admins can grant specific permissions to carry out certain tasks within the Estimates module, as required.



Info
What permissions do integration users have? 
  • After being added, integration users can perform all operations, including creating, viewing, and editing records within the Estimates module.
    Notes
  • However, they can only access other modules, such as Invoices, Sales Orders, and Purchase Orders in view mode.
  • Integration users will not have direct access to Zoho Books.
  • When integration users are part of multiple finance suite products, their permissions are collectively applied within CRM.

2. Unified permissions between Zoho CRM and Zoho Books  

For users with access to both Zoho CRM and Books, the integration will now ensure proper management of permissions, covering all aspects. This means if a user is restricted from certain actions or features in Zoho Books, these restrictions will be consistently applied in CRM as well. Previously, users could access and interact with features in CRM that they were not authorized for in Zoho Books, leading to discrepancies. This enhancement will eliminate such inconsistencies, ensuring uniform permission management and preventing unauthorized access or actions across both platforms.

Alert
Migration for existing users
  • For the integration between Zoho CRM and Zoho Books to function seamlessly, and to maintain uniform user permissions,existing users have the option to migrate immediately.
  • Alternatively, they have a three-month window to complete the migration. After this period, users will be automatically added as 'Integration Users' based on their utilization of the finance module.
    Notes
  • To facilitate this, select the "Migrate Users" option to view and manage users common to both systems. Upon clicking "Save," the backend migration initiates. Following this, the integration adheres to each user's designated scope and permissions.
  • Users can migrate up to 1,000 integration users initially. If they need to migrate more, they can contact the support team for additional help.
  • Users who are already part of Zoho Books can't be added as integration users.
Please note that for new sign-ups, 'Integration users' will be available by default and they can set it up during the initial integration setup process.

Enhancement to the Zoho Subscription integration

Currently, when Zoho Subscription is integrated with CRM, it automatically adds Zoho Subscription as a related list in the Contacts and Accounts modules. You can view subscription details in a pop-up (iframe). Although users can create new subscriptions, there is a limitation on creating subscription-based reports and dashboards.



Now let's take a quick look at the enhancements made to the Zoho Subscription integration.

1. Introducing the Zoho Subscription Module

Zoho Subscriptions will now be available as a module in CRM, accessible to users with appropriate permissions. With this update, users now can generate reports based on Zoho Subscriptions data.



Hereafter, Zoho Subscriptions will be displayed both as a related list and as a module. Users with subscription permissions can currently create and view records in related lists; however, moving forward, they will be able to view and create records from the subscription module as well. Additionally, users will also have the option to view subscription records based on the pre-defined custom views.



2. Reports and analytics for subscriptions 

Zoho CRM offers report and analytical dashboard presets that users can adjust as needed to create personalized reports. In turn, this allows users to gain a better understanding of their customers and track key performance metrics, enabling them to make more informed decisions.
 
To try out system-defined reports based on Zoho Subscriptions, you can navigate to the Reports module and select any of the reports available under the Zoho Subscription Reports folder.



However, for analytics, we're providing two dashboards: Zoho Subscription Overview and Zoho Subscription Insights. You can navigate to the Analytics module and find these dashboards by default on the left panel.



3. Streamlined user permissions

The integration between Zoho CRM and Zoho Subscriptions, which used to be controlled by integration owner/admin permissions, will now operate based on the current users' scope. This guarantees uniformity in user permissions across both platforms, preventing users from accessing CRM features that they do not have authorization for in Zoho Subscriptions.
 
That's all we have for the enhancements in this edition. We'll keep you posted on further updates. Please feel free to share your thoughts and feedback in the comments below.
 

Release Plan: 
  • These enhancements are being rolled out in phases and are now available to all users across all data centres, with the exception of the US DC, where they are currently available only to organizations on editions below Enterprise. 
Thanks!
Nizamuddin
IdeaP.S. We would like to acknowledge the significant contributions and ongoing recommendations provided by our MVP, @Kevin Flynn. His insights – shared in the community forum – have been instrumental in addressing challenges related to users experiencing difficulties in sending emails with their addresses, as well as issues concerning user and field-level permissions.

    Nederlandse Hulpbronnen


      • Recent Topics

      • Zoho Mail android app update: Block & reject future emails, Report phishing, Spam alerts, Suspicious URL detection

        Hello everyone! In the most recent Zoho Mail Android app update, we have brought in support for the following features: Block & reject future emails Report Phishing Spam alerts in the mail details screen. Suspicious URL detection. Block & reject future

      • Zohomail does not support additional fields in mailto links

        Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&Cc=xxxxx%example.org&Subject=Re%3A%20%5BPATCH%20v2%28%29

      • Emails not being received from a particular domain

        Cannot receive any emails sent from atco.com Domain is in the spam whitelist so should be no reason for it not to be coming through. Have filed a ticket and besides a generic response of we are looking at it - it seems there is no actual support workers

      • Email address for forwarding is not saving and there's no confirmation ema

        Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwarding

      • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

        This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and make

      • Auto CC - Moving Departments

        We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then move

      • I have error AS101 when I try to add paypal@mydomain.com to Zoho

        Please help me with this. I tried to call the help line 4 times but don't get any response.

      • unable to send message reason 554 5.1.8 Email outgoing blocked

        unable to send message reason 554 5.1.8 Email outgoing blocked

      • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

        Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received

      • SMTP email sending problem

        Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paid

      • unblock my zoho mail account. outlines@zoho.com

        please unblock my zoho mail account, outlines@zoho.com

      • Unable to see free plan option

        Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.

      • Outgoing blocked: Unusual activity detected.

        I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses

      • How to remove some users in zoho accounts

        How to remove some users in Zoho accounts.

      • Forwarder

        Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

      • Forwarder

        Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

      • DKIM cannot be enabled for the domain as no verified default selector present

        Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.

      • I can't log in to my account on Thunderbird

        I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,

      • Sorten the domain of zoho mail ids

        I recently created zoho mail id and am quite excited with the features. But one issue ig nobody wanna type this big zohoaccounts.com I mean silly bold Suggestion zmail.com (sound gmail) (attraction) or some genz words looks cool

      • Weekly Tips : Customize your Zoho Mail Notifications

        In a professional context, email communication remains one of the most crucial channels for staying connected and managing workflows. Keeping track of your emails, task updates, or important announcements can be overwhelming—especially if you are juggling

      • How to move emails to Shared Mailbox?

        Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?

      • Email task creator when task is updated/marked complete

        I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completed

      • The attendees will now be redirected to the landing webpage when they exit the webinar, set by the organizer.

        Hello All, In the latest version of the Zoho Meeting iOS mobile app (v1.3.16), we have brought in the below enhancements:   Post Webinar Re-direction Revamped exit UI for Webinar Post Webinar Re-direction:  The attendees will now be redirected to the

      • Download API file contents from browser

        Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)

      • March 15, 2023: Zoho Docs is discontinued

        As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaboration

      • When using "locations" in zoho books, can you keep the two locations totally separate from each other?

        I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are in

      • Adding a Channel to SalesIQ

        I have a client that currently uses Zoho CRM and Zoho Desk. They would like a live chat to place on their website that has a mobile app and chat bots (something like SalesIQ). However, they would also like to have all this work over SMS as well. Does the SalesIQ API allow this? Can I add visitors without them being a visitor on a website? Thanks! Bryan Redeagle

      • DataPrep Bigquery Connection failed

        Hello everybody, I want to create a connnection beetwen Bigquery and Dataprep but when I try to connect my project I got this error Loading tables has failed. Table list fetched from the data source expired.

      • How Do I Refund a Customer Directly to Their Credit Card?

        Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-

      • Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive

        Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancements

      • Important Features Missing

        Hey all I love linkthread, but i am missing some important features. I want to be able to include my Google Tag Manager. I have all the important stuff in my GTM Container: Facebook Pixel, LinkIn Pixel, Zoho Pagesense and so on. So i am able to do retargeting

      • Zoho SignForms: Prefill parameters with spaces render as “+” in the document (even when using %20)

        Hello Zoho Sign team, we are using SignForms with prefill parameters passed via URL. Spaces in parameter values are being rendered as “+” in the finalized document—even when we URL-encode spaces as %20. This is critical for us because we prefill addresses

      • Currency selector (based on variable) usage in comparsion

        Hi, I've developed a currency selector based on the following topic, and it's working well in pivot tables and charts: https://help.zoho.com/portal/en/community/topic/how-can-i-allow-my-users-to-choose-a-currency-for-the-dashboard I also have a comparison

      • Customize Column in Projects - Default View for Template?

        Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over.  Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etc

      • Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

        Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to your

      • Multi-Page Forms in Zoho Creator!

        Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completion

      • Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed

        Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server

      • Email login error

        Login successfully but email page error

      • Shared Mailboxes Disappeared

        Zoho Mail users in our company haven't been able to see their Shared Mailboxes for the past few hours. I've checked with App and Web Access, but they can't access them. When I send emails to their addresses, I get no error messages. They're still visible

      • Remote Server is misconfigured

        Dear Team, I am unable to use email id as remote server is misconfigured. It would be really great if you could help on this and get this resolved. Thanks & Regard Rohit Gupta

      • Next Page