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Zoho Expense - Zoho Projects Integration

Zoho Projects is an online project management tool that helps you plan and track your work efficiently. By integrating with Zoho Expense, you can fetch your projects and customers from Zoho Projects to record the related expenses in Zoho Expense. 

Here’s how this integration will benefit your business. You can:

In this page, you will learn how to:

Connect to Zoho Projects

To connect to Zoho Projects:

Connect to Zoho Projects

Generate ZSC Key

If you haven’t generated a Zoho Service Communication (ZSC) key, you can generate it easily. If you already have the ZSC key, you can use that and skip this section. 

To generate a ZSC key:

Zoho Projects Home Page Zoho Projects Setup Page Generate ZSC Key Connect Zoho Projects Pop-up

Configure the Integration

After entering your credentials, you can configure the integration preferences and complete the setup. 

Configure the Integration

Access Zoho Expense within Zoho Projects

You can create expenses and reports for your projects from within Zoho Projects. To do this:

Projects tab in Zoho Projects Access Zoho Expense in Zoho Projects Access Zoho Expense in Zoho Projects

Pro-tip: If you want to view all the expenses and reports within Zoho Projects, go to HomeZoho Expense.

Access Expenses and Reports module in Zoho Projects

Instant Sync and Other Options

Instant Sync

Once you’ve configured the integration, any new data you add will be updated via the auto-sync that occurs once every hour, after the initial sync. However, there’s a manual instant sync option with which you can sync data any time.   To sync your data instantly: 

Instant Sync

Error Summary

During the sync, few projects and clients may have failed to be fetched into Zoho Expense. You can view the sync error details by clicking the View Error Summary button on the integration details page.

Error Summary

Update Credentials

If you want to change your integration credentials like email address and ZSC key, click Update Credentials and enter the new details. 

Change Portal

You can also change the portal with which your Zoho Expense organization is integrated. Click Change Portal and select the portal with which you want to integrate your Zoho Expense organization. 

Customer Duplication Preferences

Also, you can change your customer duplication preferences, if required. You can choose to [clone or overwrite the customers].

Disable Auto-sync

If you don’t want the users to be synced automatically, disable the auto-sync button in the integration details page and fetch the users manually.

Other Options in Integration Details Page

Disable the Integration

You can disable the integration if you don’t want to sync the projects and customers between Zoho Expense and Zoho Projects. To disable the integration:

Show Details Disable Integration

Your integration will be disabled and you can enable it later when needed.

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