
How do I add a Primary Client to fetch timesheets from Zoho Projects?
With the enhanced Zoho Books-Zoho Projects integration, only the projects that are associated with a Primary Client will be fetched from Zoho Projects.
There are three ways to associate a primary client to a project:
1.While adding a client company in your portal
As you add a new client company in your Zoho Projects’ portal, it makes it your primary client by default. Here’s how :
- Click the Setup icon in the top-right corner.
- Go to the Manage Users section and select Client Users.
- Click the drop-down near Add Client User and select Add Client Company.
- Enter a name for the Client Company. The Mark as Primary Client option will be selected by default.
- Associate a project and enter other necessary details.
- Click Add.
2.While adding a client company in your project
If you are working on a particular project and you’re trying to add a primary client, you can do it from the Users module. To to this:
- Select the project for which you’d like to add a primary client.
- Click More Options (three dots) in the left menu and select the Users module.
- Go to the Client Users tab.
- Click the drop-down near Add Client User and select Add Client Company.
- Add a new client company or select an existing company and mark it as primary.
- Click Add.
3.While creating invoices for a project
To create invoices for a project, you will have to have a primary client. To add the primary client from the Finance tab:
- Select the project for which you would like to create an invoice.
- Click the Add Primary Client button in the page.
Insight: This option will be available only if you haven’t created any transactions yet.
- Select the client company from the drop-down or create a new client company.
- Click Add as Primary Client to save.