Bigin - Zoho Books Integration

Bigin is a customer relationship management software that is exclusively built for small businesses. While scaling your business, you might come across the need to:

You can do all of this and much more using Bigin. By integrating Zoho Books with Bigin, you can sync your companies, business contacts, goods, services and business deals between the two applications.

Consequently, you will find it easier to create, manage and track your customer information, thereby eliminating the need to enter redundant information by integrating your Bigin account with Zoho Books. That’s not all, you’ll also be able to search and access your Bigin contacts in Zoho Books and link your business prospects from Bigin to your transactions in Zoho Books.

Enable Integration

Prerequisite: This integration is available only for the users who have either availed the paid plans of Bigin or Zoho One.

You can enable the integration either from Zoho Books or Bigin. To enable the integration from Zoho Books:

Enable Integration

To enable the integration from Bigin:

Enable Integration

Configuring Sync Preferences

Once you’ve enabled the integration, you will be able to select your sync preferences and map the fields between the two applications.

Furthermore, you can also choose to map the fields between Zoho Books and Bigin.

Modules in Bigin Modules in Zoho Books
Companies Customers
Contacts Contacts
Products Items
Configure Companies

Companies: The Companies in Bigin will be synced as Customers as of the type Business in Zoho Books.

Contacts: The Contacts in Bigin will be synced as Contacts in Zoho Books and vice versa.

Companies & their Contacts: The Companies and their associated Contacts in Bigin will be synced as Customers and their Contact Persons in Zoho Books. The Contacts in Bigin that are not associated to a Company in Bigin will not be synced.

Configure Companies

Pro Tip:If you want to sync the Contacts that are not associated to a Company in Bigin , you need to enable the Include contacts that are not associated to any accounts in Bigin option. These standalone contacts will then be fetched as ‘Individual’ Customers in Zoho Books.

This mapping ensures that when Bigin records are synced as Zoho Books entities, all the fields match perfectly when viewed in Zoho Books. A few of the basic fields will be mapped by default, while you can map the rest manually.

If you have certain fields in Bigin that can’t be mapped to any of the default fields in Zoho Books, you will have to create custom fields in Zoho Books first. These custom fields will then be displayed when you map the fields.

Once you have completed all these steps, you can click Save and Sync to start the sync process.

Apart from mapping fields, you will also be able to set up sync preferences based on your business requirements. You can set up sync preferences for companies and contacts.

Field Description
Which module needs to be synchronized with Zoho Books customer? Select the module for which you wish to set up synchronization. It can be contacts, companies or a combination of both.
Include contacts which are not associated with any companies? Select this option if you wish to associate your contact with the companies you’ve created or imported in Bigin.
Which record needs to be synchronized? You can choose the contacts or companies you wish to synchronize. For example, it can be recently created, recently modified, etc.
Choose how to handle duplicate records Select if you want to create duplicate records, replace the original record version with the latest version.

Insight: You will also be able to sync your custom views in Zoho Books while choosing the records that have to be synchronized.

Similarly, you can set up sync preference if you’ve chosen to configure your products as well.

Field Description
Which record needs to be synchronized? You can choose the products you wish to synchronize. For example, it can be the recently created, recently modified,etc.
Choose how to handle duplicate records Select if you want to create duplicate records, replace the original record version with the latest version.
Sync Option Description
Clone The original and the new record will be available.
Overwrite The duplicate record will overwrite the existing record.
Skip The duplicate record will not be synced, and the existing record will be retained.

Pro Tip: You can view the status of the synchronization in the Zoho Books’ integration page in Bigin.

Manage Contacts, Companies and Products

Once you’ve configured your sync preferences, you can choose to manage your preferences. You can manage your preferences by choosing to edit your preferences, initiating or pausing the sync between Zoho Books and Bigin.

To edit the configured preferences:

Manage Bigin

You will be redirected to the integration set up page.

Manage Bigin

Once you’ve configured the integration, you can also choose to initiate the synchronization.

You will be redirected to the integration set up page.

Manage Bigin

Pro Tip:You can also choose to stop the ongoing synchronization by clicking Pause Sync next to the module.

Manage Bigin

Pro Tip:If you want to update changes made in Bigin to a single customer rather than run a complete sync, you can select that particular contact in Zoho Books, click More in the top right corner and select Re-sync Contact from Bigin.

Manage Bigin

Accessing Bigin Contacts in Zoho Books

Depending on how you have chosen to sync contacts during the integration set up, your companies, contacts and products from Bigin will be available in Zoho Books.

You can view all the contacts imported to Zoho Books as customers.

Bigin Customers

Searching for Bigin Contacts in Zoho Books

The contacts you imported from Bigin will be available in Zoho Books and you can create transactions for them. However, you can also create a transactions for contacts in Bigin that haven’t yet been imported. Here’s how:

Searching for Bigin Contacts

Associating Business Prospects to Transactions in Zoho Books

While scaling your business, you might want to win over your potential business prospects by offering them the best deals possible.

You can do so by associating your transactions (Estimates, Sales Orders and Invoices) to your business prospects in Zoho Books.

A sidebar will open up with the details of that customer.

Link Potentials  

Disable the Integration

You can disable the integration either from Zoho Books or Zoho Bigin. To disable the integration from Zoho Books:

Manage Bigin

You will be redirected to Bigin’s Zoho Books integration page.

Disable Bigin

Note: The contacts, companies and products that are synced between Zoho Books and Bigin will be available in Zoho Books even after disabling the integration. You will also be able to edit the contacts, companies and products that were synced.


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