Zoho Books - Zoho Projects Integration
This integration paves the way towards better accounting for your projects in Zoho Projects.
You’re viewing the help document for the enhanced Zoho Books - Zoho Projects integration. If you’ve enabled the integration before 22nd October 2018, then head over to the help document for the old integration.
Benefits of the Integration:
- Create and send various transactions in Zoho Books for your projects in Zoho Projects. These transactions include: Invoices, Estimates, Expenses, Recurring Expenses and Recurring Invoices.
- Fetch Timesheets and Contacts from Zoho Projects to Zoho Books.
- Fetch Tasks, Users and Bugs that are associated with your projects.
In this page, you will learn about:
- Setting up the Integration
- Checking the Status of Your Synced Data
- Error Summary
- Creating Transactions for Your Projects in Zoho Projects
- Disabling the Integration
- Re-enable the Integration
Setting Up the Integration
Prerequisite: You must be an admin in both your Zoho Books and Zoho Projects accounts.
Before you setup the integration, you’d need to obtain the email address and ZSC key that’s associated with your projects account. To do so, go to your Zoho Projects account and follow these steps:
- Go to Zoho Projects > Setup > Integrations > Developer Space.
- Navigate to the ZSC Key tab under Developer Space and copy the ZSC key and email ID.
Next, from your Zoho Books organization:
- Go to Zoho Books > Settings > Integrations > Zoho Apps.
- Click Connect next to Zoho Projects to begin the setup.
- Click Connect again from the integration dashboard.
- Enter the ZSC key and Email ID that you copied from Zoho Projects and click Next.
- Select a portal that you’d like to connect with Zoho Books from the dropdown.
Select the modules that you’d like to sync:
Projects: The Projects module is fetched by default. However, only the projects that are associated with a primary client will be fetched. Any tasks or bugs associated with these projects will be fetched as well.
Timesheet: Select this module to fetch all your billable and approved timesheets from Zoho Projects. All users associated with these projects will be fetched as well. Users from Zoho Projects, who aren’t a part of your Zoho Books organization will be added as inactive users.
If you’ve been using a different accounting software, you can select a date before which, your timesheets from Zoho Projects will be marked as Invoiced. The timesheets on or after the selected date will be marked as Unbilled in Zoho Books.
You can choose the second option to import all your timesheets as Unbilled.
Click Sync Now.
Now, your Zoho Books organization has been connected with your portal in Zoho Books.
- General timesheets, which do not include any tasks or bugs will not be imported.
- When you set up this integration, your organization’s name and email address will be shared with Zoho Projects.
Checking the Status of Your Synced Data
It may take a while for the modules to get synced. You can view the status of your integration by clicking Refresh, which will display a Sync in Progress badge if some modules are still getting synced.
In case you’ve changed any of your credentials for your Zoho Projects account, you can update them by clicking Show Details from the Integrations page and then click Update Credentials.
You can also view details of when each module was synced by clicking Show Sync History.
In case something went wrong during the sync, you can view the Error Summary, which contains a module-wise list of all the errors that occurred, along with a reason for their occurrence. To do so:
- Go to Settings > Integrations > Zoho Apps > Show Details.
- Click View Error Summary.
Now, you can view a list of all the errors that occurred in the Error Details page.
Creating Transactions for Your Projects in Zoho Projects
Once you finish setting up the integration, all your projects from Zoho Projects, along with their users, tasks and bugs will be available in your Zoho Books organization.
To create transactions:
- Go to Time Tracking > Projects.
- Select a project that was fetched from Zoho Projects and click Create Invoice or the New Transaction dropdown.
From here, you will be able to create transactions for your projects and send them to your clients, if you wish to do so.
These transactions will be instantly available from the Finance tab in Zoho Projects. Similarly, any transactions that are created from Zoho Projects will instantly be available in Zoho Books.
Disabling the Integration
To disable the Zoho Books - Zoho Projects integration:
- Go to Settings > Integrations > Zoho Apps.
- Click Show Details next to Zoho Projects.
- Click the Disable Integration button and then click Confirm.
Re-enable the Integration
Once you’ve disabled the integration, you can re-enable it in case you’d like to connect to Zoho Projects again. To do this:
- Go to Settings > Integration > Zoho Apps.
- Click Show Details next to Zoho Projects.
- Click Enable Integration.
- Enter your Email Address and Zsc Key.
- Click Save.
Now, the integration will be re-enabled for your Zoho Books account.
Note: You can re-enable the integration only with the Zoho Projects portal that was connected previously. If you’d like to connect with a different Zoho Projects portal, then write to us at firstname.lastname@example.org and we’ll assist you.
Zoho Books - Zoho Projects Integration
This section of the help document is for users who have enabled the Zoho Books - Zoho Projects integration before 22nd October 2018.
Benefits of this Integration:
- View & edit the invoices created under Zoho Projects in your Zoho Books account.
- Create an invoice in your Zoho Books account for projects created in Zoho Projects.
- View expenses created from your Zoho Projects account in Zoho Books.
Connecting with Zoho Projects
- Open your Zoho Projects account and navigate to the Settings page.
- Select Org Settings and click on the Portal Settings tab.
- Scroll down to find the Developer Space section.
- Copy the ZSC (Zoho Service Communication) Key and the Email ID from this section.
- Login to your Zoho Books account and go to > Integrations.
- Under integration, select Zoho Apps.
- Here you will find Zoho Projects which has not been integrated yet.
- To integrate, click on Connect.
- A new window will pop up, requesting your Email Address and Zoho Projects ZSC Key.
- Enter or Paste the credentials that you copied previously from your Zoho Projects account and click on Next.
- Once the connection is through, you will be requested to select a Portal which has been linked to your Zoho Projects Account.
The list will show all the portals in which you are the Owner.
- Done, now you have successfully integrated Zoho Projects with your Zoho Books account.
When you setup the integration, your organization’s name and email address will be shared with Zoho Projects.
Creating an Invoice from Zoho Books for Zoho Projects
- Click on the More Actions icon from the Invoices list window and select Invoice for Zoho Projects.
- A new window will open up requesting you to select and enter information for creating an invoice for Zoho Projects.
- The drop downs will contain the information already saved in your Zoho Projects account.
- Select the project(s) in Zoho Projects for which you are creating an invoice. You can select a maximum of 5 projects.
- Select the customer for the project.
If you wish to send the invoice to a customer created in your Zoho Books account, leave the customer field blank and create invoice. You can select the customer when the invoice form shows up for editing.
- Enter the Rate, set the from & to date and select the invoice type. Invoice type categorises the line items accordingly. i.e; Projects as a whole in a line item, all the tasks as line items, etc.
- If you wish to include any unbilled expenses, select Yes. include all unbilled expenses associated with this project.
This will include expenses created in Zoho Projects for the above selected project and customer only.
- Click on Create Invoice to finish.
- Once created, this invoice will reflect in your Zoho Projects accounts under Invoices & Expenses tab. This invoice can be edited in Zoho Projects too.
In the same manner, an invoice created in Zoho Projects will also be reflected in Zoho Books. You can view and edit the invoice in your Zoho Books account.
Expenses recorded in Zoho Projects will also be reflected in your Zoho Books account.
Note: Once a task is completed and invoiced in Zoho Projects / Zoho Books, it cannot be invoiced again in Zoho Books / Zoho Projects.
This integration is very helpful when you run a company where you have multiple projects running and if you need to generate reports on the invoices and expenses.
All the invoices that are created in Zoho Projects will be reflecting in your Zoho Books account too, this way you can generate reports from the Reports module in Zoho Books. Plus, it gives access to dual mode communication from Zoho Books and Zoho Projects in regards with invoices.