WebAmigo Extension for Zoho Books

WebAmigo is a data enrichment platform that collects and organizes information from the web to fill in missing contact and company details for businesses.

How the WebAmigo Extension Works

When creating or editing a customer in Zoho Books, you can use the WebAmigo extension to automatically fill in missing details. Once installed, open the extension from the Widgets pane and enter a customer’s name, website, or email address. WebAmigo searches the web for publicly available information and fills it in automatically. This includes details like addresses, phone numbers, social media profiles, and company information. The data is pulled directly into your Zoho Books records, so you don’t have to look up or copy-paste information from other sources.

Benefits of Using the Extension

WebAmigo fetches matching contact and company data and maps it to your Zoho Books fields instantly.
Use a website URL, email address, or company name to start a lookup. The extension finds the best match and returns available data for your review.
Compare enriched data with your existing record and choose which fields to apply before saving.
Keep your customer data organized with flexible field mapping. Map WebAmigo fields to the Zoho Books fields that work best for you, and update them anytime from the extension settings.

Install the WebAmigo Extension

To install the WebAmigo extension in Zoho Books:

Go to Settings in the top right corner of the page.
Click Marketplace under Integrations & Marketplace.
Search for WebAmigo and click Install. You’ll be redirected to the extension installation page.
In the Select Organisation section:
- Choose the Zoho Books organisation where you want to install the extension from the Organisation drop-down.
- Agree to the terms and conditions of the integration.
- Click Next.
In the Configure section, choose users of which roles can access the extension. You can select All Roles or Specific Roles. If you choose Specific Roles, select the roles that can access this extension.
Click Install. The extension will be installed in your Zoho Books organisation.

Configure Field Mapping

After installing the WebAmigo extension, you can configure how the fields in WebAmigo map to the fields in Zoho Books. This ensures that the data fetched from WebAmigo is correctly populated in your Zoho Books records. To configure field mapping:

Go to Settings in the top right corner of the page.
Click Marketplace under Integrations & Marketplace.
Click the Installed Extensions tab.
Click View details next to WebAmigo.
Click Field Mapping in the top right corner of the page.
In the Configure Field Mapping pop-up, map the fields fetched from WebAmigo to the corresponding fields in Zoho Books.
- Mark the checkbox next to a field to include it in the mapping.
- Click the dropdown next to the selected field to choose the corresponding Zoho Books field.
Click Map Fields to save your configuration. The field mapping will be applied whenever you use the WebAmigo extension to fetch customer data in Zoho Books.

Use the WebAmigo Extension

Once the extension is installed, you can use it to enrich customer data in Zoho Books:

Go to Sales on the left sidebar and select Customers.
Open an existing customer and click Edit or create a new one by clicking +New.
Click All Sidebar Extensions from the Widgets pane on the right.
Click Auto-Fill Company Data.
Enter the customer’s Website, Email Address, or Company Name.

Click Fetch Details to populate the customer data from WebAmigo into Zoho Books.
Review the fetched data, select which fields to apply to your customer record, and click Apply.