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.

    Nederlandse Hulpbronnen


      • Recent Topics

      • Ability to turn off "Would you like this amount to be reflected in the Payment field?" message

        Team, Is there any way to turn off the message" Would you like this amount to be reflected in the Payment field?" when I make a payment? This is so annoying. This happens EVERY TIME I put an amount in the Payment Made field.
      • Unlock agreement intelligence with Zoho Sign's latest AI updates

        Hello! If you've been struggling with long, complex agreements and spending way too much time on them, here's exactly what you'll want to hear: Zoho Sign now integrates with OpenAI's ChatGPT to make agreement management smarter and simpler. Acting like
      • Currency abbreviations

        Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?
      • Embed Sign Document

        Has anyone tried embedding a document in a webpage? I'm building a webpage (using PowerPage) and I'm trying to embed it using an iframe then I got this error: Refused to display 'https://sign.zoho.com/' in a frame because it set 'X-Frame-Options' to
      • We’re transitioning from Zoho ShowTime to TrainerCentral

        Hello everyone, Zoho ShowTime was originally built as a training platform to serve training agencies, HR teams, and individual trainers. As the platform grew, we realized that more creators and businesses could benefit from its capabilities. That’s why
      • Emails Are Not Being Delivered to My Inbox

        Hello Zoho Support Team, I am experiencing an issue with my Zoho Mail account. The most important problem is that emails are not being delivered to my inbox. Details: My Zoho Mail address: info@coreforcelife.com What happens: I am not receiving any incoming
      • Radar In Focus: Track customer support metrics using Radar's static reports

        Hello everyone, Welcome back to the Radar In Focus series, where we explore how Radar features can add value to your business. In this episode, we're looking at Radar static reports. The help desk is filled with vast amounts of data that can be analyzed
      • Mail ToDo & Tasks Webhooks

        Our company uses Zoho ToDo inside Mail to manage our tasks. When I create a task and assign it to a team member it does not notify them unless I add a reminder via mail. I'm trying to create a webhook for when a task is created to send a cliq message
      • Allocating inventory to specific SO's

        Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could
      • Improved UI for a Seamless User Experience - Calls, Tasks, and Meetings

        Hello all, We are making UI unification across CRM so that the UI experience is seamless across the product. As part of that effort, we have made changes to the details page of activity-based module records—Meetings, Calls, and Tasks. Let's look at these
      • Where can I find rejected inbound mails and their reason for rejection

        Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is
      • Refund

        Hi There, Please refund me asap possible, because of no support given. Thank you
      • تغيير عمله الدفع"Change payment currency"

        ما هى طريقه تغيير عمله الدفع "ما هي طريقة تغيير عملة الدفع؟"
      • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

        How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
      • Attention API Users: Upcoming Support for Renaming System Fields

        Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties
      • Zia's ability to generate and improve content extended to Desk mobile app (iOS and Android)

        In support, agents will have to understand customers' pain points completely to provide empathetic personalized solutions and a positive experience. However, at times, agents might find it challenging to comprehend the customer issues and connect with
      • BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING

        As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?
      • Zoho Sign product updates - Q3 2025

        Hello everyone! Q3 was all about AI. Here's the list of features and enhancements that have gone live, along with a list of what we have in pipeline for the last quarter: AI-powered agreement management Sending documents and authenticating recipients
      • Zoho sites header

        Good day, Im stuck with this situation. I choose a template for my website creation. I have tweaked every instance of the visual editor, regarding the header, I have created created customize fonts presets... I have followed every single step. and my
      • Zoho Books Sandbox environment

        Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
      • Quick Create needs Client Script support

        As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from
      • Kaizen #152 - Client Script Support for the new Canvas Record Forms

        Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
      • DNS set up

        I want to create an email with my company domain. When I tried to add new record with cloudflare it didn't work. The DNS record can't be manually added. I followed the instruction but still can't add it. Could you help?
      • Pocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖

        The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks
      • General suggestions

        Hello, I've picked this forum as it is at the top of the list! :) First suggestion: A general forum for issues and comments that are not specific to a particular Zoho application. Second suggestion: Put a link on the home page to "Zoho Identity Access Manager" The first suggestion came about because I didn't know where to post the second! ;) Regards Mark
      • Can't upload attachments.

        I can't upload attachment in Zoho Mail.
      • Need Guidance on SPF Flattening for Zoho Mail Configuration

        Hi everyone, I'm hoping to get some advice on optimizing my SPF record for a Zoho Mail setup. I use Zoho Mail along with several other Zoho services, and as a result, my current SPF record has grown to include multiple include mechanisms. My Cloudflare
      • How use

        Good morning sir I tried Zoho Mail
      • Zoho Mail Desktop App Not Loading + Can’t Manage Multiple Accounts

        Hi everyone, I’ve been having ongoing issues with the Zoho Mail desktop app for the past few weeks. The app starts to load but gives up midway and never actually opens — there’s no error message, it just stops loading. The main reason I use the desktop
      • Error when sending emails from Zoho

        Hello, When trying to send an email from Zoho CRM I keep getting the below error: javax.mail.AuthenticationFailedException: 535 5.7.139 Authentication unsuccessful, the user credentials were incorrect. Any support on this will be much appreciated. Thanks,
      • Zoho Tables is now live in Australia & New Zealand!

        Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables
      • Not all emails from outlook365 migrated to my new zoho account

        I recently setup a new email address hosted by zoho. I migrated all my folders and email from my Outlook365 account to my new zoho account, but not all my emails migrated. Looks like only the past 12 months, or so, made the move. How do I get the rest
      • Clients not receiving emails

        I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!
      • Max numbr of IMAP Accounts in Zoho Mail?

        In Zoho mail, you can manage the inboxes of other accounts using IMAP (and POP, actually) https://www.zoho.com/mail/help/external-imap-accounts.html Is there a max to the number of inboxes we can add?
      • Formula Fields Trouble

        Hi,  I can't get even a simple formula field to work and must be doing something dumb. This formula: If(Len(Trim(${Quotes.Subject}))=0,1,2) Gives the error: You used the wrong type of data in an argument. Check what you entered between the parentheses of your functions to make sure you put the right kind of data in the right place. This formula: Len(Trim(${Quotes.Subject}))=0 Gives the error: Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make
      • OPTED FOR STORAGE BY DESCRIPTIVE MISGUIDANCE

        We've opened a domain with three mail ids and payment has also been processed now the bill raised is for single use ID with additional storage capacity. Kindly request you to modify the purchase.
      • How can I add a new organization on Zoho Campaign

        I want to create a new organization with my Zoho Campaign
      • White Label certificate

        Hi all, About 72 hours ago, we fulfilled all steps for white labeling (CNAME to point to mail.cs.zohohost.eu), but since then the configuration page is now stuck at "generating certificate" since 3 days. When I execute an NSLOOKUP mail.webfoundry.be it
      • www.abc.com is working but abc.com is not

        I have my domain in godaddy. I have created a website using zoho sites and now I want to publish it and I tried doing it. Mapped the domain www.abc.com, abc.com. In godaddy changed the CNAME values. A, @ was parked and updated with zoho's IP address.
      • Split my account

        Hello, I recently bought an email service for a friend. But, looks like I used my personal account to buy the plan. Please split the account so that the email service stays in a different account than my personal account.
      • Next Page