## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/bh/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Integrate Zoho Billing with Microsoft 365

Microsoft 365 is widely used by businesses to manage their daily operations. By integrating it with Zoho Billing, you can quickly invite users from your Microsoft 365 account and import all your customers information. Additionally, the integration allows you to:

*   View emails you’ve sent to your customers in your Zoho Billing organisation.
*   Include email attachments in transactions.
*   Add email conversations to a transaction’s activity history.

## Integrate Microsoft 365 with Zoho Billing

To integrate your Microsoft 365 account with Zoho Billing:

*   Log in to your Zoho Billing account.
    
    **Note:** You can also log in to your Zoho Billing account using your Microsoft 365 account. To do this, click **Sign in** at the top right of the page, then click the **Microsoft** icon to continue with your Microsoft 365 account. Enter your **email ID** or **phone number** and click **Next** on the sign in page. Then, enter your **account password** and click **Sign in**.
    
*   Go to _Settings_ by clicking the **Gear** icon in the top-right corner.
    
*   Select **Other Apps** under _Integrations & Marketplace_ in the _Extension and Developer Data_ pane.
    
*   Scroll down to _Microsoft 365/Outlook_ and click **Enable Integration**.
    
*   Select **Microsoft 365 Account** in the dropdown.
    
*   Click **Proceed** in the pop-up.
    
*   Enter your email ID or phone number and click **Next** on the Microsoft _Sign In_ page.
    
*   Enter your account password and click **Sign in**.
    

Your Zoho Billing organisation will be integrated with your Microsoft 365 account.

* * *

## Import Customers From Microsoft 365

By integrating your Zoho Billing account with Microsoft 365, you can seamlessly import all your customers from Microsoft 365 in one go. Here’s how:

*   Log in to your Zoho Billing account.
*   Go to **Customers**.
*   Click the _More_ icon in the top right corner of the page.
*   Click Import and select **Import Customers From Microsoft 365**.
*   Click **Add** next to the contacts that you want to import, and click **Continue**.
*   On the **Map Fields** page, match the fields in Zoho Billing with the corresponding fields in your Microsoft 365 account.
*   Click **Import**.

The selected contacts will be imported from your Microsoft 365 account into Zoho Billing. You can then record additional details such as tax information, credit limits, and more, and start creating transactions for them.

* * *

## Sync and View Emails of Imported Customers

To sync and view emails of your Microsoft 365 customers in Zoho Billing:

*   Go to **Customers**.
*   Select the customer whose email you wish to sync into Zoho Billing.
*   Navigate to the **Mails** tab on the customer’s details page.
*   Click the _System Mails_ dropdown, and select the required email.

You can now view all email conversations with the customer, including any attachments.

### Add Email to Invoices and Quotes

To associate an email and its attachments when recording quotes or invoices for a Microsoft 365 customer:

*   Go to **Customers**.
*   Select the customer whose emails you want to attach to a quote or invoice.
*   Navigate to the **Mails** tab.
*   Click the _System Mails_ dropdown and select the required email.
*   Select the email conversation that you want to associate with an invoice or quote.
*   In the pane that appears, click the _Add Email To_ dropdown, and select **Invoice** or **Quote**, based on your preference.

You’ll be redirected to the respective transaction’s creation page, where the email will be attached. You can enter the required details and save the transaction.

### Add Email to Customer Activity

To add your customer’s email conversations as customer activity:

*   Go to **Customers**.
*   Select the required customer.
*   Navigate to the **Mails** tab.
*   Click the **System Mails** dropdown and select the required email.
*   Select the email conversation that you want to add as customer activity.
*   In the pane that appears, click the _Add mail to_ dropdown, and select **Customer Activity**.

The respective email will be associated with the customer, and you can view it at the bottom of the customer’s details page.

### Add Email Attachments to Customer

You can add your customer’s email conversations and their attachments as part of the customer’s activity. Here’s how:

*   Go to **Customers**.
*   Select the required customer.
*   Navigate to the **Mails** tab.
*   Click the **System Mails** dropdown and select the required email.
*   Select the email conversation to attach to the customer’s activity.
*   In the pane that appears, select the **Attachment** icon, or click the _Add Email To_ dropdown, and select **Add Email Attachments to Customer** under _Other Actions_.
*   In the pop-up that appears, select the required attachment and click **Attach**.

The selected attachments in the email will be associated with the customer in Zoho Billing, and you can view them by clicking the **Attach** icon in the top-right of the customer’s details page.

* * *

## Invite Users From Microsoft 365

You can import and invite users directly from your Microsoft 365 account into Zoho Billing. Here’s how:

*   Log in to your Zoho Billing organisation.
*   Go to _Settings_ by clicking the **Gear** icon in the top-right corner.
*   Select **Users** under _Users & Roles_ in the _Organisation Settings_ pane.
*   Click the dropdown next to _Invite User_ at the top-right corner of the page, and select **Invite Microsoft 365 User**.
*   In the pop-up that appears, select the user that you want to invite and click **Next**.
*   Assign a role to the user and click **Send Invite**.

The invited users will receive an email with a link to join your Zoho Billing organisation.

* * *

## Disable Integration

To disable the integration with Microsoft 365:

*   Go to _Settings_ by clicking the **Gear** icon in the top-right corner.
*   Select **Other Apps** under _Integrations and Marketplace_ in the _Extension and Developer Data_ pane.
*   Click **Disable Integration** next to _Microsoft 365/Outlook_.
*   In the pop-up that appears, click **Disable Integration** to confirm.

The integration with Microsoft 365 will be disabled. However, any customers and users imported from Microsoft 365 will remain as standalone customers and users in your Zoho Billing organisation.

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