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Integrate Zoho Expense with Zoho People

Keep all your employee data in sync between Zoho Expense and Zoho People. Every time you add, delete, or update user information in Zoho People, it gets automatically updated in Zoho Expense.

Note: Before you set up the sync, ensure that you are an admin user in Zoho People as well.

Click the links below to easily navigate through the page:

Set up the sync

Try Zoho People

Sync modules with Zoho People

Departments and Users:

Note: Please make sure to import Departments before importing users. This will ensure that the imported users will be assigned departments.

Set up Departments sync

Sync Departments

Configure Users

Map Fields

Edit integration

Clients:

Set up Clients sync

Sync Clients

Means of Sync

There are two ways by which the sync occurs:

  1. Daily sync
  2. Instant Sync

Daily sync

Instant sync

Other options

Sync History and Disable options

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