Zoho Invoice

FAQ

How can I import selective accounts/contacts into Zoho Invoice?

If you want to import a few selective accounts/contacts from Zoho CRM to Zoho Invoice, you can create a new View in Zoho CRM before the integration. This view can consist of the records you want to import to Zoho Invoice for creating transactions. Here’s how you can go about this,

Check box created is displayed for accounts/contacts

Set criteria as 'Zoho Invoice is true

During the integration, as soon as you select the module (Accounts, Contacts or Both) to be synced, a list of the corresponding views available in Zoho CRM for the module (predefined as well as User created) will be listed under the drop-down. Select the view you created above to proceed with the import.

Note When the option Accounts and their Contacts is selected, you have the option to select the Account view as well as the Contact view required to be synced. You can manually choose to sync only specific contacts associated with the account view selected, as shown below.  

Select view to be synced

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