Zoho Invoice integrates with Zoho CRM

Continuing the Zoho Apps integration series, we are pleased to announce the integration between Zoho Invoice and Zoho CRM. Users can now use the customer information in Zoho CRM while raising invoices or estimates using Zoho Invoice.

A few points before you read on:

  • This is just a first step towards our goal of complete integration.
  • You will be able to use the customer information from Zoho CRM in Zoho Invoice but not vice versa. That is the invoice information from Zoho Invoice will not be available in Zoho CRM.

To import customer information, what you should do?

Importing customer information from Zoho CRM to Invoice is very simple, just three simple steps –

  1. Go to the “Settings” page and click on the “Import” link on the left under “Import/Export” section.
  2. Specify your Zoho CRM login name and API key. If you don’t have an API key, you can request for one from your Zoho CRM account. For further details refer – Getting API Key.
  3. After filling in the necessary details, click on the “Save & Import” button.

How to get the latest customer information from Zoho CRM to Zoho Invoice?

After the import, keeping the customer records updated in Zoho Invoice is very simple. Click on the “Sync” link on the left. That’s it! All the records will be automatically updated!!

When I say, we will be updating the records, we will be syncing up only those records that have been modified, but still this update is costly, use it judiciously. You also have options to –

  • Sync up the records individually.
  • Sync up a selected set of records.

Soon, we will be providing you options to synchronize the custom views defined in Zoho CRM.

How does this integration work?

When you click on the import button, we use the “Login Name” and the “API Key” that you have provided to connect to Zoho CRM. Then we pull up the records using Zoho CRM’s APIs.

Customer information in Zoho CRM will be considered the master. So, in case of conflicts the records in Zoho Invoice will be updated with the one from Zoho CRM.

Some specific details:

There is no concept like contact’s address in Zoho Invoice, so we will not be pulling out this information from Zoho CRM. Remember, contact’s address is different from customer’s address. We do make use of the customer’s address.

What next?

Our next immediate priority on this front includes (but not necessarily limited to) –

  1. Help import product and pricing information.
  2. Help map custom fields defined for various entities – customers, products etc.
  3. Once our (Zoho Invoice) APIs are ready, we will be targeting a much tighter integration whereby it will be possible to see invoices generated in Zoho Invoice from the Zoho CRM client.

Hope you find this integration useful; please feel free to share your comments.

Check into this feature by logging into Zoho Invoice now.

74 Replies to “Zoho Invoice integrates with Zoho CRM”

  1. 8 years ago thus was posted. Is Zoho Invoice going to be completely integrated ever?

  2. Can someone please let us know when Zoho Invoice can sync to CRM, this is a complete game changer as they are so closely related.
    * The estimate and invoices system on CRM is not strong enough therefore estimate & invoicing done in zoho invoice.
    * Now I am left in a situation where by I am investing time in my CRM but it cannot pull with the most basic of information…sales by client.
    An update on this would be appreciated”Zoho Invoice integrates with Zoho CRM May 6, 2008,
    ……….Once our (Zoho Invoice) APIs are ready, we will be targeting a much tighter integration whereby it will be possible to see invoices generated in Zoho Invoice from the Zoho CRM client.”Its now 2012

  3. Can someone please let us know when Zoho Invoice can sync to CRM, this is a complete game changer as they are so closely related.
    * The estimate and invoices system on CRM is not strong enough therefore estimate & invoicing done in zoho invoice.
    * Now I am left in a situation where by I am investing time in my CRM but it cannot pull with the most basic of information…sales by client.
    An update on this would be appreciated”Zoho Invoice integrates with Zoho CRM May 6, 2008,
    ……….Once our (Zoho Invoice) APIs are ready, we will be targeting a much tighter integration whereby it will be possible to see invoices generated in Zoho Invoice from the Zoho CRM client.”Its now 2012

  4. Hello, evaluating ZOHO CRM and ZOHO Invoice and really need to have integration between the two. When customers are invoiced in ZOHO Invoice it should show in CRM. Currently, only able to pull contacts in Invoice. I see that it has been a long time since the feature was promised. Any word on when it will be available? It is a critical feature that we require in order to go ahead with a ZOHO solution.Thanks.

  5. Hello, evaluating ZOHO CRM and ZOHO Invoice and really need to have integration between the two. When customers are invoiced in ZOHO Invoice it should show in CRM. Currently, only able to pull contacts in Invoice. I see that it has been a long time since the feature was promised. Any word on when it will be available? It is a critical feature that we require in order to go ahead with a ZOHO solution.Thanks.

  6. Any word on this 2 year old blog post – is integration coming?
    Is there a work-around? Can we bcc the CRM on invoices sent / paid by clients? So at least we know what has been happening when we are logged into the CRM?

  7. Any word on this 2 year old blog post – is integration coming?
    Is there a work-around? Can we bcc the CRM on invoices sent / paid by clients? So at least we know what has been happening when we are logged into the CRM?

  8. @IndrajitThe invoice can be trigger from either Zoho Invoice or Zoho CRM. Both the services have the ability to send out invoices. The difference being the invoices sent from Zoho Invoice can be in multiple currencies, languages and templates

  9. @IndrajitThe invoice can be trigger from either Zoho Invoice or Zoho CRM. Both the services have the ability to send out invoices. The difference being the invoices sent from Zoho Invoice can be in multiple currencies, languages and templates

  10. Hi,Can somebody explain whether this invoice will be triggered from downstream application or from CRM itself. As you would know CRM is just a front end application and not a order management tool in itself, the customer master and corresponding ledger will be in ERP system or any bolt on system. The pricing, product and other details maps from either downstream system or can map from CRM if there is downward integration.Regards,
    Indrajit

  11. Hi,Can somebody explain whether this invoice will be triggered from downstream application or from CRM itself. As you would know CRM is just a front end application and not a order management tool in itself, the customer master and corresponding ledger will be in ERP system or any bolt on system. The pricing, product and other details maps from either downstream system or can map from CRM if there is downward integration.Regards,
    Indrajit

  12. Waiting for CRM + Invoice integration too!! Also – it would be nice to be able to put photos with the products and export catalogues from Item List to clients.As soon as it’s ready I will sign up for CRM pro.Thanks,

  13. Waiting for CRM + Invoice integration too!! Also – it would be nice to be able to put photos with the products and export catalogues from Item List to clients.As soon as it’s ready I will sign up for CRM pro.Thanks,

  14. We agree that it’s been a long wait for the feature. We understand the necessity of the integration between the services and is definitely in our plans.You’ll see updates on this soon. We’ll make the integrations well worth the wait.Please bear with us until then.Thanks
    Rahul JR – Zoho Invoice Team

  15. We agree that it’s been a long wait for the feature. We understand the necessity of the integration between the services and is definitely in our plans.You’ll see updates on this soon. We’ll make the integrations well worth the wait.Please bear with us until then.Thanks
    Rahul JR – Zoho Invoice Team

  16. Another year since you mentioned crm two way integration? Two years now since your initial blog. I guess it will never be a reality?

  17. Another year since you mentioned crm two way integration? Two years now since your initial blog. I guess it will never be a reality?

  18. It has been a couple months since the questions has been asked…Has Zoho Invoice found a way to integrate with Zoho CRM? We are a service industry that is paid on commissions. I have potentials created in Zoho CRM and would like an integration where Zoho Invoice recognizes a potential as “closed won” and creates an invoice in Zoho Invoice. In addition, the API would allow the invoice to show in Zoho CRM. Is this possible? Will this be possible?Time line?Thanks,Neil

  19. It has been a couple months since the questions has been asked…Has Zoho Invoice found a way to integrate with Zoho CRM? We are a service industry that is paid on commissions. I have potentials created in Zoho CRM and would like an integration where Zoho Invoice recognizes a potential as “closed won” and creates an invoice in Zoho Invoice. In addition, the API would allow the invoice to show in Zoho CRM. Is this possible? Will this be possible?Time line?Thanks,Neil

  20. Hello,
    any progress please? We would like to see invoices from Zoho Invoice in Zoho CRM.Thanks. David

  21. Hello,
    any progress please? We would like to see invoices from Zoho Invoice in Zoho CRM.Thanks. David

  22. Hi glc.castroThanks for your interest in our products and services.We are evaluating the possibility of including this feature. However we don’t have a time frame to quote at this moment as to when this feature will be incorporated. Do watch this space for more updates on this.Regards,
    Deepa
    Zoho Invoice Team

  23. Hi glc.castroThanks for your interest in our products and services.We are evaluating the possibility of including this feature. However we don’t have a time frame to quote at this moment as to when this feature will be incorporated. Do watch this space for more updates on this.Regards,
    Deepa
    Zoho Invoice Team

  24. Is there a way for Zoho CRM and Invoice to collaborate? There are invoice features in CRM, but CRM and Invoice don’t sync (at least I haven’t found a way for them to sync). I am evaluating CRM and Invoice for our company and would like to know if CRM can see what customers have invoices, etc.

  25. Is there a way for Zoho CRM and Invoice to collaborate? There are invoice features in CRM, but CRM and Invoice don’t sync (at least I haven’t found a way for them to sync). I am evaluating CRM and Invoice for our company and would like to know if CRM can see what customers have invoices, etc.

  26. When with Zoho CRM be able to fully use Zoho invoices ?? i.e. when with CRM be able to view current and past invoice info native within CRM ?? by-directional viewing/syncBRW

  27. When with Zoho CRM be able to fully use Zoho invoices ?? i.e. when with CRM be able to view current and past invoice info native within CRM ?? by-directional viewing/syncBRW

  28. I am currently evaluating your CRM Enterprise edition and the Inventory/Order/Invoice module is a key to our using your product.We are a software company that provides desktop applications and additional webservices at a cost and need to have the ability to “Sell” an item.How is credit card information entered when a “Sale” is made?I do not find any information on this to confirm IF that ability exists. It it does not, your very nice CRM with all it’s “Modules” is not useful to us.Thanks – Dan

  29. I am currently evaluating your CRM Enterprise edition and the Inventory/Order/Invoice module is a key to our using your product.We are a software company that provides desktop applications and additional webservices at a cost and need to have the ability to “Sell” an item.How is credit card information entered when a “Sale” is made?I do not find any information on this to confirm IF that ability exists. It it does not, your very nice CRM with all it’s “Modules” is not useful to us.Thanks – Dan

  30. Has the API for zoho invoice been released yet?
    Any movement on the crm to invoice integration? (Outside of just the contacts sync.)

  31. Has the API for zoho invoice been released yet?
    Any movement on the crm to invoice integration? (Outside of just the contacts sync.)

  32. Hello Raja,Thanks for the suggestion. We have this request in our TODO list. However as of now we have no current specific plans for developing this feature.Sorry to disappoint you on this front.Regards
    Nagendra
    Zoho Invoice Team

  33. Hello Raja,Thanks for the suggestion. We have this request in our TODO list. However as of now we have no current specific plans for developing this feature.Sorry to disappoint you on this front.Regards
    Nagendra
    Zoho Invoice Team

  34. Hi Jodi,We have plans to enhance the integration between Zoho CRM and Zoho Invoice. Right now we are in the process of adding more features to Zoho Invoice.Once our current priorities are over, we can focus on the CRM integration enhancement.We will update you regarding the progress.Regards
    Nagendra
    Zoho Invoice

  35. Hi Jodi,We have plans to enhance the integration between Zoho CRM and Zoho Invoice. Right now we are in the process of adding more features to Zoho Invoice.Once our current priorities are over, we can focus on the CRM integration enhancement.We will update you regarding the progress.Regards
    Nagendra
    Zoho Invoice

  36. Any progress on the tighter integration? It would be ideal if we could see invoices in CRM that were created in Invoice.

  37. Any progress on the tighter integration? It would be ideal if we could see invoices in CRM that were created in Invoice.

  38. OK, We absolutely LOVE Zoho CRM, but need to:- Track Commissions (Only CRM does this)
    – Accept recurring payments (Does this work yet with Authroize.net integration?)
    – Generate recurring invoices (Only Zoho Invoice does this)We feel like we are stuck in the middle with nor unified solution.Is there any advice or forthcoming news that can help us out?Thanks

  39. OK, We absolutely LOVE Zoho CRM, but need to:- Track Commissions (Only CRM does this)
    – Accept recurring payments (Does this work yet with Authroize.net integration?)
    – Generate recurring invoices (Only Zoho Invoice does this)We feel like we are stuck in the middle with nor unified solution.Is there any advice or forthcoming news that can help us out?Thanks

  40. Hi dcarver,We are yet to integrate Zoho Invoice with Microsoft entourage. Right now we are focusing on the multi user feature and hope to release it in July. To be honest we do not have immediate plans to integrate Zoho Invoice with Microsoft entourage.We will update you as we progress.Nagendra

  41. Hi dcarver,We are yet to integrate Zoho Invoice with Microsoft entourage. Right now we are focusing on the multi user feature and hope to release it in July. To be honest we do not have immediate plans to integrate Zoho Invoice with Microsoft entourage.We will update you as we progress.Nagendra

  42. David,Yes, we will keep adding new features to our CRM – Inventory modules though we have integrated CRM with our Invoice service.Gopal

  43. David,Yes, we will keep adding new features to our CRM – Inventory modules though we have integrated CRM with our Invoice service.Gopal

  44. What are your intentions with future development of Quotes & Invoices already built into Zoho? Will these still be available as part of the feature set? Will you develop these features, or focus on zoho invoice integration solely?Thanks,
    David

  45. What are your intentions with future development of Quotes & Invoices already built into Zoho? Will these still be available as part of the feature set? Will you develop these features, or focus on zoho invoice integration solely?Thanks,
    David

  46. Hello Sam,Sorry for the delay in releasing the API. Right now we are working on certain prioritized customer commitments, hence the delay. But we assure you that we will get back to you with the API at the earliest.Regards
    Nagendra
    Zoho Invoice Team

  47. Hello Sam,Sorry for the delay in releasing the API. Right now we are working on certain prioritized customer commitments, hence the delay. But we assure you that we will get back to you with the API at the earliest.Regards
    Nagendra
    Zoho Invoice Team

  48. Hi GreggThanks for the post. Releasing the APIs for Zoho Invoice is high on our priority list. Unfortunately I am not in a position to commit a time frame for this. This is at least a couple of months away.On Integration with Zoho CRM, it will be great if you can explain us your current workflow and what exactly you want to do via Zoho Invoice APIs. That will help us provide a better solution. You can reach us at support[at]zohoinvoice(dot)comRegards
    Siva

  49. Hi GreggThanks for the post. Releasing the APIs for Zoho Invoice is high on our priority list. Unfortunately I am not in a position to commit a time frame for this. This is at least a couple of months away.On Integration with Zoho CRM, it will be great if you can explain us your current workflow and what exactly you want to do via Zoho Invoice APIs. That will help us provide a better solution. You can reach us at support[at]zohoinvoice(dot)comRegards
    Siva

  50. HiWhen do you expect that the Zoho Invoice API’s will be ready? We want to track Zoho Invoice status within CRM – any idea how I can do that currently?Cheers,
    Gregg

  51. HiWhen do you expect that the Zoho Invoice API’s will be ready? We want to track Zoho Invoice status within CRM – any idea how I can do that currently?Cheers,
    Gregg

  52. @JanThanks for the follow up.This is very much in our priority list, if things go as planned it should be available in a couple of months. Here again I am not committing anything and priorities may change.Regards
    Siva

  53. @JanThanks for the follow up.This is very much in our priority list, if things go as planned it should be available in a couple of months. Here again I am not committing anything and priorities may change.Regards
    Siva

  54. In May you wrote whats next…Help map custom fields defined for various entities – customers, products etc.Any ETA for this to happen??

  55. In May you wrote whats next…Help map custom fields defined for various entities – customers, products etc.Any ETA for this to happen??

  56. @danielmcvicarWelcome to Zoho blogs and thanks for your comments.Yes we support multi currency and other important features. Feel free to mail us if you need any help.On Entourage front, we do have plans to support it but I am not able to commit a time frame for it right now.Cheers
    Siva
    http://invoice.zoho.com

  57. @danielmcvicarWelcome to Zoho blogs and thanks for your comments.Yes we support multi currency and other important features. Feel free to mail us if you need any help.On Entourage front, we do have plans to support it but I am not able to commit a time frame for it right now.Cheers
    Siva
    http://invoice.zoho.com

  58. That is good news, as i am looking at different invoice systems for international business, usually requiring multi currency ability…and want to incorporate it with CRM.
    I am lookig at Zoho CRM as well, and wished it synced with Entourage.
    D

  59. That is good news, as i am looking at different invoice systems for international business, usually requiring multi currency ability…and want to incorporate it with CRM.
    I am lookig at Zoho CRM as well, and wished it synced with Entourage.
    D

  60. Hi JohnSorry, we missed the fact that the reply to your forum post at was made before this comment (both were on the same day).Thanks for the suggestion. At least for now I don’t think we can give 15 invoices and 45 estimates for free in Zoho Invoice. Currently we don’t support multi user accounts (organization and roles), we are working on it and you can expect this shortly. We will revisit our pricing once we support this feature. We will definitely consider you suggestion, but here again I am not promising anything.Regards
    Siva

  61. Hi Sidhar,I was expecting some comments from your side. I wrote a suggestion to you, as you have requested, 17 days ago and until now you did not make any comment. I though I would deserve some more attention from you guys…

  62. Hi Sidhar,I was expecting some comments from your side. I wrote a suggestion to you, as you have requested, 17 days ago and until now you did not make any comment. I though I would deserve some more attention from you guys…

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