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

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

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

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# How do I sync new data from Zoho CRM to Zoho Billing instantly?

The Zoho Billing-Zoho CRM integration syncs new data every two hours by default. You can also initiate a manual instant-sync by clicking the Instant Sync button from _Zoho Billing > Settings > Integrations > Zoho CRM_.

However, if you’d like all new data (Accounts and Contacts) from Zoho CRM to be synced to Zoho Billing immediately, you can automate the process by creating a [Workflow Rule](https://help.zoho.com/portal/en/kb/crm/automate-business-processes/workflow-management/articles/configuring-workflow-rules) in Zoho CRM. This rule is essentially a Custom Function, which will sync new Accounts and Contacts to Zoho Billing as soon as they have been created in Zoho CRM.

First, you will need to [create a Connection](/crm/developer/docs/connectors/set-up.html#Create_Connector) between Zoho Billing and Zoho CRM. This Connection serves to authenticate the communication between Zoho CRM and Zoho Billing. To create this Connection:

*   Log in to **Zoho CRM**.
    
*   Go to **Setup** > **Developer Space** > **Connections**.
    
*   **Select Zoho Billing**.
    
    **Insight:** If you've already created other Connections in Zoho CRM, then click \*\*+ Add Connection\*\* in the top right and select \*\*Zoho Billing\*\*.
    
*   Enter `zohobillingconnection` as both the **Connection Name** and the **Connection Link Name**.
    
*   Select `ZohoBilling.fullaccess.all` as the **Scope**.
    
*   Click **Create and Connect**.
    
*   Click **Proceed** in the pop-up that follows.
    
*   Click **Accept** to finish creating the Connection.
    

Now the Connection will be created and its status will be **Connected**, if it was set up properly.

Next, you will have to create a Workflow Rule by following the steps below:

*   Go to **Zoho CRM** > **Setup** > **Automation** > **Workflow Rules**.
    
*   Click **\+ Create Rule**.
    
*   Select the **Module** as either Accounts or Contacts, based on the type of data that you want to sync instantly with Zoho Billing.
    
*   Enter any **Rule Name** and **Description** for the rule.
    
*   Select **On a record action**, for WHEN the rule has to be triggered.
    
*   Select **Create** or **Edit**.
    
*   Click **Next**.
    
*   In CONDITION 1, select **Accounts matching certain conditions** and provide the necessary conditions, if you only want certain types of Accounts to be synced automatically. Select **All Accounts** if you’d like all new Accounts to be synced automatically.
    
    **Insight:** This step assumes that you selected \*\*Accounts\*\* as the module when creating this rule. If you had selected \*\*Contacts\*\*, then the options shown in Condition 1 would be \*\*Contacts matching certain conditions\*\* and \*\*All Contacts\*\*.
    
*   Click **Next**.
    
*   Select **Function** under the **Instant Actions** drop-down.
    
*   Select **Write your own function** in the pop-up, or click **\+ New Function** if you’ve already created a function before.
    
*   Provide any **Function Name**, **Display Name**, and **Description**.
    
*   Click **Create**.
    
*   Click **Edit Arguments** from the top of the [Deluge](/deluge/help/) editor.
    
*   Enter `referenceID` as the **Key**.
    
*   Place your cursor in the **Param Value** field and enter `#`.
    
*   Select the **Module** as Accounts in the drop-down that appears, and select the **Field** as Account Id.
    
    **Insight:** If you are creating this rule for Contacts, then you will have to select the Module as Contacts and the Field as Contact Id.
    
*   Click **Done** and then click **Save**.
    
*   Now copy and paste one of the following scripts into the Deluge editor, based on the Module that you selected.
    
    **Deluge Script for Contacts:**
    
    ```
    
    orgID = "";
    url = "https://billing.zoho.com/api/v1/crm/contact/import?reference_id=" + referenceID + "&organization_id="+orgID;
    response = invokeurl
    [
    	url :url
    	type :POST
    	connection:"zohobillingconnection"
    ];
    info response;
    ```
    
    **Deluge Script for Accounts:**
    
    ```
    orgID = "";
    url = "https://billing.zoho.com/api/v1/crm/account/import?reference_id=" + referenceID + "&organization_id="+orgID;
    response = invokeurl
    [
    	url :url
    	type :POST
    	connection:"zohobillingconnection"
    ];
    info response;
    ```
    
*   Enter your **Zoho Billing’s organization ID** in the first line of this script within the quotes. You can find your organization ID by going to Zoho Billing and clicking the name of your organization in the top right corner.
    
*   Click **Save** in the top right corner and click **Save** again in the screen that follows.
    

Now, new Accounts/Contacts will be synced instantly with [Zoho Billing](/en-sg/billing/ "Zoho Billing") as soon as they are created in Zoho CRM.

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