Integrate Zoho ERP with Zoho People

Zoho People is a cloud-based HR management software that helps you manage your employees, time logs, projects, and more. By integrating Zoho People with Zoho ERP, you can sync data between the two applications and manage your HR and accounting operations from a single platform.

Set up the Integration

To integrate Zoho People with Zoho ERP:

• Go to Settings.
• Select Zoho Apps under Integrations.
• On the Zoho Apps page, click Connect next to Zoho People.
• On the Zoho People Integration Setup page, select the Zoho People organisation you want to integrate in the Select Zoho People Organisation field.
• Under Preferences, configure the following:
  • In the Time Log Preferences section, select how you want time logs to be synced from Zoho People to Zoho ERP:
    • Manually - Push time logs from Zoho People manually each time.
    • Automatically - Fetch approved time logs automatically from Zoho People.
  • In the Customer Duplication Preferences section, select how you want duplicate customers to be handled during the sync:
    • Overwrite - Overwrite existing customers in Zoho ERP with contact details from Zoho People that have the same name.
    • Clone - Add contacts from Zoho People while retaining existing customers with the same name in Zoho ERP.
• Click Save & Continue.

The integration will now be set up.

Employee Sync

You can choose which employees to sync from Zoho People to Zoho ERP based on specific criteria. This helps ensure that only relevant employees are brought into Zoho ERP.

To configure employee sync preferences:

• Go to Settings.
• Select Zoho Apps under Integrations.
• On the Zoho Apps page, click Show Details next to Zoho People.
• Click the Settings icon next to Employees Sync under Preferences.
• In the Payroll Setup page, choose the employees you want to fetch from Zoho People by configuring the following criteria:
  • Work Location: Select the work locations of the employees you want to sync.
  • Employment Type: Select the employment types of the employees you want to sync.
• Under Other Preferences, configure the following options:
  • Fetch Employee Profiles from People: Enable this option to sync employee profiles from Zoho People to Zoho ERP.
  • Enable Employee Portal for Users synced from People: Enable this option if you want to provide employee portal access to users synced from Zoho People.
• Click Save and Continue.
• In the Employee Field Mapping step, map the employee fields from Zoho People to the corresponding fields in Zoho ERP.

Next, map the fields in Zoho People that are to be synced to Zoho Payroll. You have 3 sections from which fields will be mapped.

Basic Information: There are 13 fields that can be synced under this section: First Name, Middle Name, Last Name, Employee Number, Gender, Date of Joining, Designation, Work Email, Mobile Number, Department, Work Location, Date of Termination, and Status.

Personal Information: There are 9 fields that can be synced under this section: Personal Email, Date of Birth, Father’s Name, PAN Number, Personal Address Line1, Personal Address Line2, Personal City, Personal State Code, and Personal Postal Code.

Payment Information: There are 6 fields that can be synced under this section: Payment Code, Bank Holder Name, Bank Name, Account Number, Routing Number, and Account Type. For this section, you have to map either all the fields or none of the fields to proceed with the integration. If you don’t map the information when you set up, you can directly import the fields in Zoho Payroll.

• Click Save.

The employee sync preferences will be configured, and employees matching the selected criteria will be synced automatically.

LOP Sync

You can enable LOP sync to fetch employees’ loss of pay details from Zoho People into Zoho ERP for payroll processing.

Before you enable LOP sync, ensure that the pay schedule is configured in both Zoho ERP and Zoho People.

To configure LOP sync:

• Go to Settings.
• Select Zoho Apps under Integrations.
• On the Zoho Apps page, click Show Details next to Zoho People.
• Click the Settings icon next to Employees Sync under Preferences.
• Under Employee Preferences, enable Allow LOP Sync from Zoho People.
• Click Save.

LOP sync will be enabled, and Zoho ERP will be able to fetch loss of pay details from Zoho People while processing pay runs.

Modules Sync

Once the integration is set up, the following modules will be automatically synced between Zoho People and Zoho ERP:

• Clients in Zoho People will be fetched as Customers in Zoho ERP.
• Projects in Zoho People will be fetched as Projects in Zoho ERP.
• Jobs in Zoho People will be fetched as Tasks in Zoho ERP.
• Employee in Zoho People will be fetched as Employee in Zoho ERP.

To view the mapped fields for a module, click View Mapped Fields next to the respective module.

Integration Report

You can view a report of all the transactions that were pushed from Zoho People to Zoho ERP. Here’s how:

• Go to your Zoho People account.
• Click Operations in the left sidebar.
• Navigate to the Time Tracker section under Services.
• Click the More icon next to the Client tab at the top of the page.
• Select Integrations.

You can now view the report.

Error Summary

In case something went wrong during the previous sync between your Zoho ERP and Zoho People organisations, you can view a report of the errors that occurred during the sync.

To view the error summary in Zoho ERP:

• Go to Settings.
• Select Zoho Apps under Integrations.
• On the Zoho Apps page, click Show Details next to Zoho People.
• Click View Error Summary.

Now, you’ll be able to view all the errors that occurred in the Error Details page.

Disable the Integration

To disable the Zoho People integration:

• Go to Settings.
• Select Zoho Apps under Integrations.
• On the Zoho Apps page, click Show Details next to Zoho People.
• Click Disable Integration on the top right.
• In the pop-up that appears, click Confirm.

The integration will be disabled and data will no longer be synced between Zoho People and Zoho ERP.