## Zoho Billing - Product, solutions, integrations, support, and resources Index Access the complete documentation index at: https://www.zoho.com/fr/billing/llms.txt Use this file to discover all available documentation pages before proceeding. # Integrate Zoho Billing with Zoho Projects If you use [Zoho Projects, an online project management platform](https://www.zoho.com/projects/) to manage your projects, then you can integrate with Zoho Billing to track your projects and manage their expenses effortlessly. Once you integrate, the projects along with their primary customers, tasks, bugs, timesheets, and users will be synced with Zoho Billing, and made available within the **Time Tracking** module. Next, you can track time and create transactions such as quotes, invoices, subscriptions, and expenses for these projects. ## Benefits of the Integration * Save time and effort by managing the projects and their finances in one place. * Create invoices for milestones, task lists, and tasks in your Zoho Projects application. * Access timesheets, tasks, bugs, and users associated with the projects in your Zoho Billing organisation. ## Set Up the Integration **Prerequisite:** * To set up this integration, you must be an admin in your Zoho Billing organisation and the owner of the Zoho Projects portal. * If your Zoho Billing account is already connected to other Zoho Finance apps such as Zoho Books or Zoho Expense, you must also be an admin in that organisation. To integrate with Zoho Projects: * Go to **Settings**. * Select **Zoho Apps** under _Integrations and Marketplace_. * Click **Connect** near _Zoho Projects_. * On the next page, click **Connect Now**. * Select the required project portal from the _Portal Name_ dropdown. * Select the modules that you want to be synced in this integration: * **Projects:** This module will be selected by default. However, only the projects associated with the primary customer will be fetched. Any tasks or bugs associated with the projects will also be fetched. * **Timesheet:** Select this module to fetch billable and approved timesheets to your Zoho Billing organisation. All users associated with the timesheets will also be fetched as **Project Staff Users** in Zoho Billing. Users from Zoho Projects who are not part of Zoho Billing will be fetched as **Inactive Timesheet Staff Users**. Similarly, general timesheets will be synced to your Zoho Billing organisation. * If you are managing projects either using a different accounting software or manually, you can select a date before which the timesheets from Zoho Projects will be marked as **Invoiced**. Timesheets logged on or after that date will be marked as **Unbilled**. * Alternatively, you can also choose to import all the timesheets as **Unbilled**. * Select the duplication preferences for the customers to be synced from Zoho Projects. You can either **Clone** or **Overwrite** them in your Zoho Billing organisation. * **Overwrite:** The existing customer’s details in Zoho Billing will be replaced with the primary customer’s details. * **Clone:** A new customer will be created in Zoho Billing using the primary customer’s details, while the existing customer will also be retained. **Note:** If you’ve already synced your Zoho Projects portal with Zoho CRM, the projects and customer details synced from Zoho CRM to Zoho Projects will take priority when you sync your Zoho Projects portal with Zoho Billing.   * Mark **Restrict project creation in Zoho Billing** to prevent users in your organisation from creating projects in Zoho Billing. * Click **Next**. * In the _Map Field_ page, the fields to be synced from Zoho Projects to Zoho Billing will be displayed. You can also map the custom fields between Zoho Billing and Zoho Projects, provided they have the same data type. * Click **Save and Sync**. Now, your Zoho Projects portal is integrated with your Zoho Billing organisation. ## Check the Status of the Synced Data The status of the sync will be displayed in the **The modules have been synced with Zoho Projects** section. Status Description Sync in Progress The modules and their data are being synced. Active All the modules are synced. It may take a while to sync your data. To view the latest status of your sync, click **Refresh** in the top right corner of the page. If you create new projects, tasks, timesheets, or other modules in Zoho Projects after integrating with Zoho Billing, you can sync them instantly. Here’s how: * Go to **Settings**. * Select **Zoho Apps** under _Integrations and Marketplace_. * Click **Show Details** next to _Zoho Projects_. * Click **Instant Sync** at the top of the page. The new projects and other entities created in Zoho Projects will be synced with Zoho Billing. To view the details of the modules synced during the integration, click **Show Sync History**. Hover over the required modules list and click **View Mapped Fields** to view the synced fields. ## Update Customer Duplication Preferences You can also update your customer duplication preferences after you’ve set up the integration. Here’s how: * Go to **Settings**. * Select **Zoho Apps** under _Integrations and Marketplace_. * Click **Show Details** next to _Zoho Projects_. * Click the **Gear** icon next to _Customer Duplication_ under _Integration Preferences_. * In the pop-up that appears, select the required duplication preference and click **Save**. ## Error Summary The Error summary contains a module-wise list of the errors that occurred during the sync. To view the error summary for your integration: * Go to **Settings**. * Select **Zoho Apps** under _Integrations and Marketplace_. * Click **Show Details** next to _Zoho Projects_. * Click **View Error Summary**. You can view the list of errors that occurred during the sync in the _Error Details_ page. ## Create Transactions for Your Projects Once you set up the integration, the active projects will be instantly synced to Zoho Billing, and you can create transactions for them. Here’s how: * Go to _Time Tracking_ and select **Projects**. * Select a project that was fetched from Zoho Projects. * Click the **New Transaction** dropdown in the top right corner of the project’s Details page. From here, you can [create transactions for your projects](https://www.zoho.com/fr/billing/help/time-tracking/projects/functions.html) and send them to your customers, when required. Similarly, the timesheets, tasks, bugs, and users associated with the projects will also be present in your Zoho Billing organisation. **Note:** You can also create, update, and delete the quotes, invoices, and expenses in Zoho Projects.  ## Disable the Integration Once you disable your integration, the sync between Zoho Projects and your Zoho Billing organisation will be paused. To disable the integration with Zoho Projects: * Go to **Settings** in your Zoho Billing organisation. * Select **Zoho Apps** under _Integrations and Marketplace_. * Click **Show Details** next to _Zoho Projects_. * Click **Disable Integration** in the top right corner of the page. * In the pop-up that appears, click **Disable** to confirm. The integration with Zoho Projects will be disabled. You can re-enable the integration, when required. ## Re-Enable the Integration Once you’ve disabled the integration with Zoho Projects, you can re-enable the integration and connect with the Zoho Projects portal again. To do this: * Go to **Settings**. * Select **Zoho Apps** under _Integrations and Marketplace_. * Click **Show Details** next to _Zoho Projects_. * Click **Enable Integration** in the top right corner of the page. The integration will be set up again, and the modules will be synced automatically from the last sync time. **Note:** You can re-enable the integration only with the Zoho Projects portal that was previously connected.  ## Delete Integration If you want to connect your Zoho Billing organisation to a different Zoho Projects portal, or if you no longer want to sync projects with your Zoho Billing organisation, you can delete the existing integration. Once you delete the integration, the projects that were synced from Zoho Projects will be available as standalone projects in the Projects module of Zoho Billing. **Warning:** You can re-enable the integration only with the Zoho Projects portal that was previously connected.  To delete the integration with Zoho Projects: * Go to **Settings**. * Select **Zoho Apps** under _Integrations and Marketplace_. * Click **Show Details** next to _Zoho Projects_. * Click the **Delete** icon in the top right corner of the page. * In the pop-up that appears, click **Delete** to confirm. The integration with the respective Zoho Projects portal will be deleted. ## Troubleshooting Errors Why did it happen? How do you resolve it? Projects could not be fetched. The projects were not associated with the primary customer. 1\. Ensure that the projects created in Zoho Projects are associated with the primary customer. 2\. Check if the primary customer already exists in Zoho Billing with a different currency, and try changing the currency if necessary. Timesheets could not be fetched. **Case 1:** The timesheets will not be fetched if: 1\. They are not Billable. 2\. They are not approved in Zoho Projects yet. 3\. They belong to projects that are not associated with a primary customer. **Case 2:** The timesheet’s related tasks or projects could not be fetched. Ensure that the timesheets are billable, approved, and associated with projects that have a primary customer. Tasks could not be fetched. The task’s related projects could not be fetched. 1\. Ensure that the related projects are associated with the primary customer. 2\. Verify whether the primary customer already exists in Zoho Billing with a different currency, and try changing it if necessary.