Zoho Books - Microsoft 365 Integration

Several organizations use Microsoft 365 to run their day-to-day operations. Importing your contacts and employee information into Zoho Books from Microsoft 365 is quick and easy.

With Zoho Books - Microsoft 365 integration, you can :

In this document you will be learning about

Requirements to set up the integration

Integrating Microsoft 365 with Zoho Books account

To associate your Microsoft 365 account with Zoho Books,

Inviting users from Microsoft 365

Once your Organization is created in Zoho Books with Microsoft 365, you can directly invite employees in Microsoft 365 to Zoho Books.

To invite users from Microsoft 365,

Invite user Select user

Importing contacts from Microsoft 365

With Zoho Books - Microsoft 365 integration, you can import all your contacts from Microsoft People in one go.

To import contacts from your Microsoft account,

Contacts import Select contacts Import contact

This action will import all the selected contacts from your Microsoft 365 account into Zoho Books.


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