Zoho Connect Extension
The Zoho Connect extension for Zoho Billing connects your Zoho Billing organization with Zoho Connect, allowing you to track subscription cancellations directly in your Connect group. Whenever a customer cancels a subscription, a comment with the subscription details is posted in your Connect thread. At the start of each month, a churn summary is also posted with the cancellation reasons and counts.
Installing the Extension
To install the Zoho Connect extension for Zoho Billing:
- Go to Zoho Marketplace and search for the Zoho Connect for Zoho Billing.
- Click Install on the top-right corner of the page.
- In the pop-up that appears, read and agree to the terms and conditions of your vendor and Zoho Marketplace. Click Next.
- On the Extension Installation page, select the organization for which you want to install the extension, read and agree to the terms and conditions specified. Click Next.
- Authorize the Zoho Billing and Zoho Connect connections.
- To authorize Zoho Billing:
- Hover over Billing Finance Extension and click Connect.
- On the page that follows, click Connect.
- Zoho Flow requires access to your app data to fetch the necessary data from the app. Click Proceed to continue.
- In the page that follows, click Accept.
- To authorize Zoho Connect:
- Hover over Connect Billing Connection and click Connect.
- On the page that follows, click Connect.
- Zoho Flow requires access to your app data to fetch the necessary data from the app. Click Proceed to continue.
- In the page that follows, click Accept.
- To authorize Zoho Billing:
- Now that you have authorized Zoho Billing and Zoho Connect, click Next.
- On the following page, configure access to this extension based on roles:
- All Roles - Select this to allow all users of your organization to access the extension.
- Specific Roles - Select this to allow only certain roles to access this extension. For example, when you select Admin, only admins will be able to access and manage the extension.
- Choose the Connect Network and Connect Group in which you want to be notified. You can change this later if required.
- Click Install to install the extension.
Customize Extension
To customize the extension:
- Go to Settings in the top-right corner.
- Click Marketplace under Integrations & Marketplace in the Extension and Developer Data pane.
- Switch to the Installed Extensions tab and click View Details below the Zoho Connect for Zoho Billing card.
- Click Complete Installation in the information section.
- On the page that appears, you can change the following:
- Connect Network and Connect Group: Select the network and group in which you want to receive the updates.
- Title and Description (under Message Content): Add or modify the title and description of the message.
- Click Save after making the required changes.
Uninstall Extension
To uninstall the Zoho Connect extension for Zoho Billing:
- Go to Settings in the top-right corner.
- Click Marketplace under Integrations & Marketplace in the Extension and Developer Data pane.
- Switch to the Installed Extensions tab and click View Details below the Zoho Connect for Zoho Billing card.
- Click Uninstall on the top-right corner of the page.
- In the pop-up that appears, click OK.
The extension will be uninstalled from your organization and you will no longer receive updates regarding subscription cancellation in the Connect group. You can however view the existing messages in the Connect group.
Ask Zia is powered by AI. Responses are helpful but not always perfect.
Yes
No
Thank you for your feedback!