Basic Functions in Custom Modules

Let’s take a look at how you can create a custom module and add the required fields in Zoho Books.

Create Custom Modules

Let’s take a look at how you can create custom modules in Zoho Books:

• Go to Settings and select Preferences.
• Scroll to the bottom at the Preferences pane and click View More in the Custom Modules card.

• Click Create Module at the center of the Custom Modules page.

• On the Create Module page, enter the Module Name (Eg. Debtor), the Plural Name (Eg. Debtors) (plural form of the module name), and the Description.
• If you have integrated with other Zoho Finance apps and you want to use this custom module in those apps, select the apps in the Use Custom Module In field.
• Click Save.

The custom module you create will be listed under the More section on the left sidebar.

Add Fields

To help you fully craft your custom module, Zoho Books provides you the option to create fields with different data types. Here’s how:

• Go to Settings and select Preferences.
• Select the custom module for which you want to create new fields.
• Click + New Field on the top right corner of the Fields tab.

• Enter the necessary details.
• Click Save.

You can edit, delete or mark a custom field inactive in Zoho Books.

Add Records

Once you’ve created a custom module and added fields, you can create a record and enter the details. Here’s how:

• Click More in the left sidebar and select the custom module (say, Debtors) in which you want to create a record.
• Click the + New button on the top right corner of the page.

• Enter the necessary details.

• Click Save.

Import Records

If you have records for your custom module records in a different software, you can import them. Here’s how:

• Go to More and select the custom module (say, Debtors).
• Click the More button on the top right corner of the page.
• Select Import Custom Module (Debtors, in this case).

• Click Choose File next to Upload File.
• Choose the Character Encoding for your file.

• Click Next.

• Ensure that all the fields are mapped correctly in the Map Fields page.
• Mark the box near Save these selections for use during future imports if you want to use the similar import format the next time.

• Click Next.
• On the Preview window, click Import.

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