Zoho Billing - Microsoft 365 Integration
Several organizations use Microsoft 365 to run their day-to-day operations. Importing your contacts and employee information into Zoho Billing from Microsoft 365 is quick and easy.
With Zoho Billing - Microsoft 365 integration, you can :
- Invite users from your Microsoft 365 account
- Import all your contact information from your Microsoft 365 account.
In this document you will be learning about
- Requirements to set up the integration
- Integrating Microsoft 365 with Zoho Billing account
- Inviting users from Microsoft 365
- Importing contacts from Microsoft 365
Requirements to set up the integration
- Make sure that you have an Microsoft 365 account.
- The email address associated with this account must be same as the one used to log into your Zoho Billing account.
Integrating Microsoft 365 with Zoho Billing account
To associate your Microsoft 365 account with Zoho Billing,
- Log into your Microsoft 365 account.
- Click on the apps icon on the top-left corner and click on View all my apps.
- Click on the Store icon and type Zoho Billing in the search box.
- Zoho Billing app will appear as part of the search result.
- Click on Zoho Billing and click Add.
- Now, Zoho Billing will be added to your list of apps.
- You will now be taken to the Setup Organization page where you can enter your organizational information.
Inviting users from Microsoft 365
Once your Organization is created in Zoho Billing with Microsoft 365, you can directly invite employees in Microsoft 365 to Zoho Billing.
To invite users from Microsoft 365:
- Log into your Zoho Billing account.
- Click on the Gear icon present on the top-right corner and select Users
- Click on the Invite Microsoft User
- In the pop-up window that appears, click on the Choose email from Microsoft drop-down and select the user role.
- Click Invite to invite the user.
Importing contacts from Microsoft 365
With Zoho Billing - Microsoft 365 integration, you can import all your contacts from Microsoft People in one go.
To import contacts from your Microsoft account,
- Log into your Zoho Billing account.
- Go to Sales > Customers (for customers) or Purchases > Vendors (for vendors).
- Click on the hamburger menu on the top-right corner and click on Import Microsoft Contacts.
- Choose the contacts which you would like to import, and click on Continue.
- This action will take you to a Map Fields window, where you can map matching input fields between your Microsoft and Zoho Billing account.
- Once done, click Import.
This action will import all the selected contacts from your Microsoft account into Zoho Billing.
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