Zoho Books - Zoho People Integration

You can integrate your Zoho Books account with Zoho People. With this integration, you will be able push all your time logs from Zoho People into Zoho Books and invoice your customers accordingly.

Set up the Integration

Prerequisite: You should be an admin in both Zoho Books and Zoho People to set up the integration.

To set up the integration:

Zoho People Integration Zoho People Integration
Field Description
Clone Choose Clone when you want two contacts with the same name to be stored separately.
Overwrite Choose Overwrite when you want your existing contacts with the same name in Zoho Books to be overwritten with the new contact’s details.

Your integration is now live and you can check the sync status by clicking the Refresh button.

Zoho People Integration

Note: You can integrate your Zoho Books organization with only one organization in Zoho People.

When you set up this integration, your organization name will be shared with Zoho People.

Push Time Logs Automatically to Zoho Books

You can automatically push time logs from Zoho People to Zoho Books when a timesheet is approved. Here’s how you can enable it:

Push time logs automatically when a timesheet is approved

Note: In Zoho People, tasks and projects can be added individually without having to be linked to each other. However, for the integration, only tasks which are linked to a project and a customer will be pushed from Zoho People to Zoho Books.

Integration Reports

You can view a report of all the transactions that were pushed from Zoho People to Zoho Books. Here’s how:

Integration Report

Error Summary

In case something went wrong during the previous sync between your Zoho Books and Zoho People organizations, you can view a report of the errors that occurred during the sync. To do this: 

Error Summary

Now, you’ll be able to view all the errors that occurred in the Error Details page.

Error Details

 

Disable the Integration

To disable the Zoho Books - Zoho People integration:

Disable Integration
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