Zoho Books - Zoho Projects Integration 

This integration paves the way towards better accounting for your projects in Zoho Projects.

You’re viewing the help document for the enhanced Zoho Books - Zoho Projects integration. If you’ve enabled the integration before 22 October 2018, you can migrate to the new integration or head over to the help document for the old integration.

Benefits of the Integration:


In this page..


Set Up the Integration

Prerequisite: You must be an admin in both your Zoho Books and Zoho Projects accounts.

Generate your ZSC Key

Before you setup the integration, you’d need to obtain the email address and ZSC key that’s associated with your projects account. To do so, go to your Zoho Projects account and follow these steps:

Zoho Projects ZSC Key

Integrate with Zoho Projects

Once you’ve generated the ZSC Key, you will be able to set up the integration from your Zoho Books organization:

Zoho Projects Integration List Page Zoho Projects Connect Zoho Projects Enter ZSC Key Zoho Projects Preferences

Now, your Zoho Books organization has been connected with your portal in Zoho Books.

Pro Tip: If the General Timesheets are not imported from Zoho Projects, go to Settings > Integrations > Zoho Apps > Zoho Projects > Show Details and enable General Timesheets.

Check the Status of the Synced Data

It may take a while for the modules to get synced. You can view the status of your integration by clicking Refresh, which will display a Sync in Progress badge if some modules are still getting synced.

Zoho Projects Refresh

You can also view details of when each module was synced by clicking Show Sync History.

Zoho Projects Sync History

Insight: In case you’ve changed any of your credentials for your Zoho Projects account, you can update them by clicking Update Credentials in the integrations page. You can also update your Contact Duplication preferences here.

Error Summary

In case something went wrong during the sync, you can view the Error Summary, which contains a module-wise list of all the errors that occurred, along with a reason for their occurrence. To do so:

Zoho Projects Error Summary

Now, you can view a list of all the errors that occurred in the Error Details page.

Zoho Projects Error Details

Create Transactions for Your Projects

Once you finish setting up the integration, all your projects from Zoho Projects, along with their users, tasks and bugs will be available in your Zoho Books organization as well.

To create transactions on Zoho Books: 

Zoho Projects Create Transactions

From here, you will be able to create transactions for your projects and send them to your clients, if you wish to do so. 

These transactions will be instantly available from the Finance tab in Zoho Projects. Similarly, any transactions that are created from Zoho Projects will instantly be available in Zoho Books. 

Zoho Projects Finance Tab

Disable the Integration

To disable the Zoho Books - Zoho Projects integration:

Re-enable the Integration

Once you’ve disabled the integration, you can re-enable it in case you’d like to connect to Zoho Projects again. To do this:

Now, the integration will be re-enabled for your Zoho Books account.

Warning: You can re-enable the integration only with the Zoho Projects portal that was connected previously. If you’d like to connect with a different Zoho Projects portal, then write to us at support@zohobooks.com and we’ll assist you.

Troubleshooting

The Issue You’re Facing What You Can Do
Project couldn’t be fetched.
  • Make sure that the project is associated with a primary client.
  • Check if the primary client already exists in Zoho Books with a different currency and change the currency if necessary.
Timesheets couldn’t be fetched. Ensure that the timesheets meet these conditions.
Timesheets could not be fetched because their related tasks or projects could not be fetched. Check out the Error Details page to find out what went wrong while fetching the projects or tasks. Once these errors are fixed, the related timesheets will be fetched.
Tasks could not be fetched because their related projects were not fetched. Check out the Error Details page to find out what went wrong while fetching the project. Once these errors are fixed, the related tasks will be fetched.

Zoho Books - Zoho Projects Integration

This section of the help document is for users who have enabled the Zoho Books - Zoho Projects integration before 22nd October 2018. You can migrate to the new version to experience all the new features.

Migrate to the enhanced Zoho Books - Zoho Projects Integration

You can migrate to the enhanced integration in just a few clicks.

Note: Only the transactions that have been associated with a Primary Client will be migrated to the enhanced integration.

To migrate:

Migrate Projects

Migrate Pop-up

Once done, all your data will be synced with Zoho Books, you will be able to set up contact & timesheet sync, and create transactions from Zoho Books and Zoho Projects.

Warning: Once you switch to the enhanced integration, you will not be able to go back to the old integration.

Connect with Zoho Projects

Portal Settings

ZSC Key

Connect with Zoho Projects

ZSC Key Zoho Books

The list will show all the portals in which you are the Owner.

Zoho Projects Portal

Note: When you setup the integration, your organization’s name and email address will be shared with Zoho Projects.

Create an Invoice from Zoho Books for Zoho Projects

Invoice for Zoho Projects

Invoice for Zoho Projects

If you wish to send the invoice to a customer created in your Zoho Books account, leave the customer field blank and create invoice. You can select the customer when the invoice form shows up for editing.

This will include expenses created in Zoho Projects for the above selected project and customer only.

In the same manner, invoices and expenses created in Zoho Projects will also be reflected in Zoho Books. You can view and edit the invoice in your Zoho Books account and generate reports.

Note: Once a task is completed and invoiced in Zoho Projects / Zoho Books, it cannot be invoiced again in Zoho Books / Zoho Projects.

Benefits of the Integration:


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