## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/in/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Integrate Zoho Books with Bigin

[Bigin](https://www.zoho.com/bigin/) is a customer relationship management software built exclusively for small businesses. As your business grows, Bigin might help you to:

*   Stay connected with potential customers (or, prospects)
*   Manage sales processes
*   Close deals faster and shorten your sales cycle

By integrating Zoho Books with Bigin, you can sync companies, business contacts, products, services, and deals between both the applications.

This integration allows you to easily create and manage customer information between the apps without entering redundant details. Also, you can search and access Bigin contacts and associate business prospects in Bigin with transactions in Zoho Books.

## Enable Integration

**Prerequisite:** This integration is available only to users on a paid plan of Bigin or Zoho One.

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

*   Go to **Settings**.
    
*   Navigate to _Extension and Developer Data_ section, and select _Zoho Apps_ under _Integrations & Marketplace_.
    
*   In the _Zoho Apps_ page, click **Connect** next to _Bigin_.
    
    ![Enable Bigin Integration](/books/help/images/integrations/bigin/enable.png)
*   In the confirmation pop-up, click **Proceed**. You’ll be redirected to your Bigin organisation.
    
*   In the _Zoho Books/Invoice_ page, select the _Organisation_ you want to integrate with Bigin, and click **Save**.
    
    ![Select Organization](/books/help/images/integrations/bigin/select-org.png)

Your Zoho Books organisation will be integrated with Bigin.

To enable the integration from Bigin:

*   Log in to the Bigin organisation you want to integrate with Zoho Books.
    
*   Go to **Settings** in the top right corner.
    
*   Select **Toppings** on the left sidebar.
    
*   In the _Built by Bigin_ pop-up, click **Setup Now** under _Zoho Books/Invoice_.
    
    ![Enable From Bigin](/books/help/images/integrations/bigin/enable-from-bigin.png)
*   In the _Zoho Books/Invoice_ page, select the _Organisation_ you want to integrate with Bigin, and click **Save**.
    

Your Bigin organisation will be integrated with Zoho Books.

* * *

## Configure Sync Preferences

Once you’ve set up the integration, you can select sync preferences and map fields between the two apps. Here’s how:

*   Go to **Settings**.
    
*   Navigate to _Extension and Developer Data_ section, and select **Zoho Apps** under _Integrations & Marketplace_.
    
*   In the _Zoho Apps_ page, click **Manage Integration** next to _Bigin_. You’ll be redirected to your Bigin organisation.
    
    ![Manage](/books/help/images/integrations/bigin/manage.png)
*   In the _Zoho Books_ page, click **Configure** next to the required module you wish to sync.
    
    ![Configure Modules](/books/help/images/integrations/bigin/configure.png)
*   In the _Zoho Books Integration_ pane, fill in the following fields:
    
    *   **Which module needs to be synchronised with Zoho Books Customer?:** Select the module in Bigin you want to sync as Customers in Zoho Books. The available options are: **Companies**, **Contacts**, and **Companies & their Contacts**.
        *   **Companies:** The companies in Bigin will be synced as Customers in Zoho Books with Customer Type as Business.
        *   **Contacts:** The contacts in Bigin will be synced as Customers in Zoho Books with Customer Type as Individual.
        *   **Companies & their Contacts:** The companies and associated contacts in Bigin will be fetched as Customers and Contact Persons in Zoho Books.
    *   **Include Contacts which are not associated with any Companies:** Check this option if you want to include contacts that are not associated to any companies in Bigin. Note that this option is available only if you choose to sync Companies & their Contacts.
    *   **Which records from Bigin needs to be synchronised?:** Choose the preferred view of records you want to sync from Bigin into Zoho Books. For example: **All Companies**, **My Contacts**, and more.
    *   **Choose how to handle duplicate records:** Select how you want to handle duplicate records when you sync data from Bigin to Zoho Books.
        *   **Skip:** The new record will be synced into Zoho Books.
        *   **Clone:** The new record will be cloned into Zoho Books and available along with the existing record.
        *   **Overwrite:** The new record will replace the existing record in Zoho Books.
    *   In the _Map Fields_ section, map the fields in Bigin with the right fields in Zoho Books. If you do not have the required fields to map the records, ensure that you create them as custom fields in Zoho Books and then map the fields from Bigin. This ensures that all the details are synced into Zoho Books.
*   Click **Save**.
    
    ![Sync Modules](/books/help/images/integrations/bigin/sync.png)

The data from Bigin will be synced into your Zoho Books organisation.

Similarly, you can also sync the **Products** in Bigin as **Items** into Zoho Books.

* * *

## Manage Integration

Once you’ve synced products, companies, contacts, and have configured the required preferences, the records will be automatically synced into Zoho Books every two hours after the initial sync.

To manage syncing of records between the apps:

*   In your Zoho Books organisation, go to **Settings**.
    
*   Navigate to _Extension and Developer Data_ section, and select **Zoho Apps** under _Integrations & Marketplace_.
    
*   In the _Zoho Apps_ page, click **Manage Integration** next to _Bigin_. You’ll be redirected to your Bigin organisation.
    
    ![Manage Integration](/books/help/images/integrations/bigin/manage-integration.png)
*   In the _Configure modules to be synced_ section, select the preferred sync option next to the available modules:
    
    *   **Edit:** If you want to edit the preferences configured for the integration, click **Edit**. In the _Zoho Books Integration_ pane that appears, update the required preferences, and click **Save**.
    *   **Sync Now:** If you’ve added new records and want to sync them into Zoho Books, click **Sync Now**.
    *   **Pause Sync:** If you want to temporarily stop syncing records between Zoho Books and Bigin, click **Pause Sync**. To start syncing records between the apps again, click **Resume Sync**.

**Pro Tip:**

If you want to update a specific customer synced from Bigin into Zoho Books without running a complete sync, go to the customer’s _Details_ page, click the _More_ dropdown in the top right corner, and select **Re-sync contact from Bigin**.

* * *

## Access Bigin Contacts in Zoho Books

Once you’ve synced companies and contacts from Bigin into Zoho Books, you can check if the respective records are synced as Customers into Zoho Books. To do this:

*   Go to _Sales_ on the left sidebar and select **Customers**.
    
*   Click the _All Customers_ filter in the top left corner of the list page, and select **Bigin Customers** from the dropdown.
    
    ![Bigin Customers](/books/help/images/integrations/bigin/bigin-customers.png)

The respective records synced from Bigin will be displayed.

* * *

## Search Bigin Contacts in Zoho Books

Once you’ve synced contacts from Bigin as Customers into Zoho Books, you can create transactions for them. However, you can also create transactions in Zoho Books for contacts that are not synced from Bigin. To do this:

*   Go to _Sales_ on the left sidebar and select **Invoices**.
    
*   Click **\+ New** in the top right corner.
    
*   In the _New Invoice_ page, click the **Search** icon next to the _Customer Name_ field.
    
    ![Search Contacts](/books/help/images/integrations/bigin/search-contacts1.png)
*   In the _Advanced Customer Search_ pop-up, switch to the **In Bigin** filter.
    
*   Choose whether you want to search for **Companies** or **Contacts** in the dropdown near the available field. If you want to search for contacts, the available _Search Criteria_ are **First Name** and **Last Name**.
    
*   Click **Search** to view the matching records, and select the required company or contact.
    
    ![Search Contacts Filter](/books/help/images/integrations/bigin/search-contact2.png)
*   Enter the required details, and click **Save and Send** or **Save as Draft** and send it later.
    

The invoice will be created.

* * *

## Associate Business Prospects to Transactions in Zoho Books

To grow your business, you might want to attract potential customers by offering them the best deals. In Zoho Books, you can do this by associating sales transactions (Quotes, Sales Orders, and Invoices) to Pipelines in Bigin. Here’s how:

*   Go to _Sales_ on the left sidebar and select **Invoices**.
    
*   Click **\+ New** in the top right corner.
    
*   In the _New Invoice_ page, click the **Associate Deal** field.
    
    ![Associate Deal](/books/help/images/integrations/bigin/associate-deal.png)
*   In the _Deals_ pop-up, select the deal in Bigin you want to associate with the transaction in Zoho Books.
    
    ![Associate Deal Pop-up](/books/help/images/integrations/bigin/associate-popup.png)
*   Enter the other required details, and click **Save and Send** or **Save as Draft** and send it later.
    

The respective deal will be associated with the invoice, and the invoice will be created.

* * *

## Show Sync History

You can view a detailed sync history, including the number of records added, updated, or deleted, along with the date and time the record was synced in Zoho Books. It also displays if a sync has failed, along with the failure reason. To view the sync history:

*   Go to **Settings**.
    
*   Navigate to _Extension and Developer Data_ section, and select **Zoho Apps** under _Integrations & Marketplace_.
    
*   In the next page, click the _Manage Integration_ dropdown next to _Bigin_, and select **Show Sync History**.
    
    ![Show Sync History](/books/help/images/integrations/bigin/show-sync.png)

The sync history will be displayed.

* * *

## Disable Integration

If you want to stop syncing the records between Zoho Books and Bigin, you can choose to disable the integration. You can disable the integration from both Bigin and Zoho Books.

To disable the integration from Zoho Books:

*   Go to **Settings**.
    
*   Navigate to _Extension and Developer Data_ section, and select **Zoho Apps** under _Integrations & Marketplace_.
    
*   In the next page, click **Manage Integration** next to _Bigin_. You’ll be redirected to your Bigin organisation.
    
*   In the _Zoho Books_ page, click **Delete integration** next to _Zoho Books organisation information_.
    
    ![Disable Integration](/books/help/images/integrations/bigin/disable.png)
*   In the confirmation pop-up, click **Delete** again.
    

The integration will be marked as **Inactive** in your Zoho Books organisation, and will be deleted in Bigin.

**Note:**

The companies, contacts, and products will still be available in Zoho Books even after you disable the integration. You can also edit them if needed.

* * *

## Delete Integration

If you’ve disabled the integration between Zoho Books and Bigin and no longer want to sync records, you can delete the integration. Once done, the records synced from Bigin will remain as standalone records in Zoho Books.

To delete the integration:

*   Go to **Settings**.
    
*   Navigate to _Extension and Developer Data_ section, and select **Zoho Apps** under _Integrations & Marketplace_.
    
*   In the next page, click the dropdown icon next to _Bigin_, and select **Delete**.
    
    ![Delete Integration](/books/help/images/integrations/bigin/delete.png)
*   In the pop-up that appears, select if you want to convert all synced Bigin records to Zoho Books records, or convert only the records with transactions and delete the remaining records, and click **Delete** to confirm.
    

The integration will be deleted.

* * *