integrations

How do I add a Primary Client to fetch timesheets from Zoho Projects?

With the enhanced Zoho Books-Zoho Projects integration, only projects that are associated with a Primary Client will be fetched from Zoho Projects.

To make existing clients as primary clients in Zoho Projects:

  • Go to the Users module from the left sidebar of Zoho Projects.
  • Click the Client Users tab.
  • Click the other actions button in the top right corner and select Change Primary Client.
Change Primary Client
  • Select the client company and click Update.

You can also make a client as a primary while adding a new client company by selecting the Make as Primary Client option.

Make Primary Client
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