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

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

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

# Integrate Zoho Billing with Google Workspace

Integrating Zoho Billing with your Google Workspace account combines the powerful billing features of Zoho Billing with Google’s storage (Gmail) and communication (Google Contacts) services. By signing in once, you can easily access Zoho Billing while logged into your Google Workspace account.

**Note:** The integration follows Google's [Limited Use requirements](https://developers.google.com/terms/api-services-user-data-policy#additional_requirements_for_specific_api_scopes) to access and share information from Google APIs in a secure way, as permitted by Google.

## Benefits of the Integration

*   Import contacts from your Google Workspace account as Customers in Zoho Billing, and create transactions for them.
*   Fetch emails of imported customers and view them in Zoho Billing.
*   Associate emails and its attachments with the corresponding customers in Zoho Billing.

**Prerequisite:**

*   You need a [Google Workspace email address](https://support.google.com/a/answer/6365252?hl=en) (not a Gmail address).
*   The email must be the same one you use to log into Zoho Billing.
*   You must be an **Admin** in your Google Workspace account to set up integration.

## Integrate With Google Workspace

To integrate your Zoho Billing organization with your Google Workspace account:

*   Go to **Settings**.
*   Select **Other Apps** under _Integrations & Marketplace_ in the _Extension and Developer Data_ pane.
*   Click **Connect** next to _Google Workspace_.
*   In the _Integrate With Google Workspace Account_ pop-up, read the terms and click **get it from the Google Workspace Marketplace** at the bottom. You’ll be redirected to the Google Workspace Marketplace page.
*   Click **Admin Install** or **Individual Install** next to _Zoho Billing_.
    *   If you’re an admin in the Zoho Billing organization and have users, clicking **Admin Install** will install the Zoho Billing app for you and your users in the organization.
        *   In the pop-up that appears, click **Continue** to provide permission.
        *   In the next page, select if you want to enable it to all the users in your organization or only to specific groups or organizational units. This way, the users in your organization will be grouped together, and similar preferences will be applied to them.
        *   Read and agree to the application’s **Terms of Service**, **Privacy Policy**, and **Google Workspace Marketplace’s Terms of Service**.
        *   Click **Finish**
        *   If you choose to enable Zoho Billing only for specific users, you’ll be redirected to the _Select Users_ page, where you can select the required groups and organizational units, and click **Finish**.
    *   Whereas, if you click **Individual Install**, the Zoho Billing app will be installed only for you.
        *   In the _Sign in with Google_ pop-up, select the required Google Workspace account and click **Continue**.
        *   Under _Select what Zoho Billing can access_, choose **Select All**, and click **Continue**.

The Zoho Billing app will be installed in your Google Workspace account.

Once installed, click the _Google Apps_ icon and select **Zoho Billing** from the pop-up. You’ll be redirected to the _My Organizations_ list page. Click **Go to Organization** next to the required Zoho Billing organization you want to integrate with your Google Workspace account.

Now, you can access your Zoho Billing organizations directly from the _Google Apps_ list.

## Whitelist Zoho Billing for Gmail Integration

Google has mandated to whitelist the Zoho Billing application you’ve installed in the Google Admin console to enable fetching of emails from your Gmail account. To do this:

*   Go to **Settings**.
*   Select **Other Apps** under _Integrations and Marketplace_ in the _Extension and Developer Data_ pane.
*   In the _Google Workspace_ section, click **Add the Client ID and the OAuth Scopes** under _Whitelist Zoho Services_.

You’ll be redirected to the _Google Workspace Admin Help_ page.

*   Read and follow the steps provided in the _Control API access with domain-wide delegation_ page, and when required, enter the **Client ID** and **OAuth Scope** from your Zoho Billing organization.
*   Navigate to your Zoho Billing application tab, and click **Add the Client ID to the Trusted List of Apps** under _Whitelist Zoho Services_. Read and follow the steps provided in the _Control which third-party & internal apps access Google Workspace data_ page, and when required, enter the **Client ID** from your Zoho Billing organization.

Zoho Billing will be whitelisted in the Google Admin Console, and you can now fetch and view customer’s emails in your Zoho Billing organization.

## Import Customers from Google Workspace

To import customers from your Google Workspace account into Zoho Billing:

*   Go to **Customers**.
*   Click the _More_ icon in the top right corner and select **Import Customers from Google Workspace** from the dropdown.
*   In the _Import Contacts from Google Workspace_ page, hover over the required customers, and click **Add**.
*   Click **Continue to Import**.

The selected contacts will be imported as **Customers** into Zoho Billing. Once done, you can record other details like tax details, credit limits, and more, and create transactions for them.

You can also sync and view their emails in Zoho Billing. Here’s how:

*   Go to **Customers**.
*   Select the Google Workspace 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.

Now, you can view the list of email conversations your customer has received, along with any included attachments.

## Other Actions

There is a list of actions you can perform in the Mails tab of the **Customers** module:

*   [Add Email to Invoices and Quotes](/ca/billing/help/integrations/google-workspace-integration.html#invoice-and-quote)
*   [Add Email to Customer Activity](/ca/billing/help/integrations/google-workspace-integration.html#customer-activity)
*   [Add Email Attachments to Customer](/ca/billing/help/integrations/google-workspace-integration.html#email-attach)

### Add Email to Invoices and Quotes

You can associate an email and its attachments when you record quotes or invoices for the customer imported from your Google Workspace account, for internal use. To do this:

*   Go to **Customers**.
*   Select the required customer for whom you want to view emails.
*   Navigate to the **Mails** tab.
*   Click the _System Mails_ dropdown and select the Google Workspace email linked with Zoho Billing.
*   Select the required email conversation.
*   In the pane that appears, click the _Add mail 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 it.

### Add Email to Customer Activity

You can add your customer’s email conversations as a part of the customer’s activity, for internal use. Here’s how:

*   Go to **Customers**.
*   Select the required customer for whom you want to view emails.
*   Navigate to the **Mails** tab.
*   Click the _System Mails_ dropdown and select the Google Workspace email linked with Zoho Billing.
*   Select the required email.
*   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 along with the email attachments as a part of the customer’s activity. Here’s how:

*   Go to **Customers**.
*   Select the required customer for whom you want to view emails.
*   Navigate to the **Mails** tab.
*   Click the _System Mails_ dropdown and select the Google Workspace email linked with Zoho Billing.
*   Select the required email.
*   In the pane that appears, click the _Add mail to_ dropdown, and select **Add mail 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 **Attachment** icon in the top right of the customer’s _Details_ page.

## Invite Google Workspace Users

To invite users from your Google Workspace account as users into your Zoho Billing organization:

*   Go to **Settings**.
*   Select **Users** under _Users & Roles_ in the _Organization Settings_ pane.
*   Click the dropdown next to _Invite User_ and select **Invite Google Workspace User**.
*   In the _Invite User_ dropdown, fill in the following fields:
    *   Enter the **Name** of the user you want to invite.
    *   Select their email from the _Choose email from Google Workspace_ dropdown.
    *   Select the **Role** you want to associate with the user.
*   Click **Send Invite**.

The respective user will receive an invitation link in their email. They must accept the invitation to join your Zoho Billing organization.

## Disable Integration

To disable the integration with Google Workspace:

*   Go to **Settings**.
*   Select **Other Apps** under _Integrations and Marketplace_ in the _Extension and Developer Data_ pane.
*   Click **Disable Integration** next to _Google Workspace_.
*   In the pop-up that appears, click **Disable Integration** to confirm.

The integration with Google Workspace will be removed from your Zoho Billing organization. However, any customers and users imported from Google Workspace will be available as standalone customers and users in your Zoho Billing organization.

Meanwhile, the Zoho Billing app installed in your Google Workspace account will still be available under the _Google Apps_ icon. To uninstall it:

*   Log into your Google Admin Console.
*   Go to _Apps_ on the left sidebar, click _Google Workspace Marketplace Apps_, and select **Apps list**.
*   In the list page, select **Zoho Billing**.
*   Click **Uninstall App** in the left pane.
*   In the pop-up that appears, click **Uninstall** to confirm.

The Zoho Billing app will be uninstalled.

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