## Zoho Invoice — Product, features, payments, integrations, solutions, and help Index Access the complete documentation index at: https://www.zoho.com/sa/invoice/llms.txt Use this file to discover all available documentation pages before proceeding. # Integrate Zoho Invoice with Zoho Projects If you use [Zoho Projects, an online project management platform](https://www.zoho.com/projects/) to manage your projects, then you can integrate with Zoho Invoice to track your projects and manage their expenses effortlessly. Once you integrate, the projects along with their primary customers, tasks, bugs, timesheets, and users will be synced with Zoho Invoice, and made available within the **Time Tracking** module. Next, you can track time and create transactions such as quotes, invoices, recurring invoices and expenses for these projects. ## Benefits of the Integration * Save time and effort by managing the projects and their finances in one place. * Create invoices for milestones, task lists, and tasks in your Zoho Projects application. * Access timesheets, tasks, bugs, and users associated with the projects in your Zoho Invoice organization. * * * ## Set Up the Integration **Prerequisite:** You must be an admin in your Zoho Invoice organization and the owner of the Zoho Projects portal to set up this integration. If your Zoho Invoice is already connected to Zoho Expense, you must also be an admin in the Zoho Expense organization. To integrate with Zoho Projects: * Go to _Settings_ by clicking the **Gear** icon in the top-right corner. * Select **Integrations** and click **Zoho Apps** on the left. * Click **Connect** near _Zoho Projects_. * In the next page, click **Connect Now**. * Select the required project portal from the _Portal Name_ dropdown. * Select the modules to be synced in this integration: * **Projects:** This module will be selected by default. However, only the projects associated with the primary customer will be fetched. Any tasks or bugs associated with the projects will also be fetched. * **Timesheet:** Select this module to fetch billable and approved timesheets to your Zoho Invoice organization. All users associated with the timesheets will also be fetched as **Project Staff Users** in Zoho Invoice. Users from Zoho Projects who are not part of Zoho Invoice will be fetched as **Inactive Timesheet Staff Users**. Similarly, general timesheets will be synced to your Zoho Invoice organization. * If you are managing projects either using a different invoicing software or manually, you can select a date before which the timesheets from Zoho Projects will be marked as **Invoiced**. Timesheets logged on or after that date will be marked as **Unbilled**. * Alternatively, you can also choose to import all the timesheets as **Unbilled**. * Select the duplication preferences for the customers to be synced from Zoho Projects. You can either **Clone** or **Overwrite** them in your Zoho Invoice organization. * **Overwrite:** The existing customer’s details in Zoho Invoice will be replaced with the primary customer’s details. * **Clone:** A new customer will be created in Zoho Invoice using the primary customer’s details, while the existing customer will also be retained. **Note:** If you’ve already synced your Zoho Projects portal with Zoho CRM, the projects and customer details synced from Zoho CRM to Zoho Projects will take priority when you sync your Zoho Projects portal with Zoho Invoice. * Check the option **Restrict project creation in Zoho Invoice** to prevent users in your organization from creating projects in Zoho Invoice. * Click **Next**. * In the _Map Field_ page, the fields to be synced from Zoho Projects to Zoho Invoice will be displayed. You can also map the custom fields between Zoho Invoice and Zoho Projects, provided they have the same data type. * Click **Save and Sync**. Now, your Zoho Projects portal is integrated with your Zoho Invoice organization. * * * ## Check the Status of the Synced Data The status of the sync will be displayed in the **The modules have been synced with Zoho Projects** section. **Status** **Description** **Sync in Progress** The modules and their data are being synced. **Active** All the modules are synced. It may take a while to sync your data. To view the latest status of your sync, click **Refresh** near the _Delete_ icon in the top right corner of the page. If you create new projects, tasks, timesheets, or other modules in Zoho Projects after integrating with Zoho Invoice, you can sync them instantly. Here’s how: * Go to _Settings_ by clicking the **Gear** icon in the top-right corner. * Select **Integrations** and click **Zoho Apps** on the left. * Click **Show Details** next to _Zoho Projects_. * Click **Instant Sync** at the top of the page. The new projects and other entities created in Zoho Projects will be synced with Zoho Invoice. To view the details of the modules synced during the integration, click **Show Sync History**. Hover over the required modules list and click **View Mapped Fields** to view the synced fields. * * * ## Update Customer Duplication Preferences You can also update your customer duplication preferences after you’ve set up the integration. Here’s how: * Go to _Settings_ by clicking the **Gear** icon in the top-right corner. * Select **Integrations** and click **Zoho Apps** on the left. * Click **Show Details** next to _Zoho Projects_. * Click the **Gear** icon next to _Customer Duplication_ under _Integration Preferences_. * In the pop-up that appears, select the required duplication preference and click **Save**. * * * ## Error Summary The Error summary contains a module-wise list of the errors that occurred during the sync. To view the error summary for your integration: * Go to _Settings_ by clicking the **Gear** icon in the top-right corner. * Select **Integrations** and click **Zoho Apps**. * Click **Show Details** next to _Zoho Projects_. * Click **View Error Summary**. You can view the list of errors that occurred during the sync in the _Error Details_ page. * * * ## Create Transactions for Your Projects Once you set up the integration, the active projects will be instantly synced to Zoho Invoice, and you can create transactions for them. Here’s how: * Go to _Time Tracking_ on the left sidebar. * Navigate to the **Projects** tab. * Select a project that was fetched from Zoho Projects. * Click the **Create Invoice** or **New Transaction** dropdown in the top-right corner of the project’s _Details_ page. From here, you can create transactions for your projects and send them to your customers, if required. Similarly, the timesheets, tasks, bugs, and users associated with the projects will also be present in your Zoho Invoice organization. **Note:** You can also create, update, and delete the quotes, invoices, and expenses in Zoho Projects. * * * ## Disable the Integration Once you disable your integration, the sync between Zoho Projects and your Zoho Invoice organization will be paused. To disable the integration with Zoho Projects: * Go to _Settings_ by clicking the **Gear** icon in the top-right corner. * Select **Integrations** and click **Zoho Apps**. * Click **Show Details** next to _Zoho Projects_. * Click **Disable Integration** in the top-right corner of the page. * In the pop-up that appears, click **Disable** to confirm. The integration with Zoho Projects will be disabled. You can re-enable the integration, if required. * * * ## Re-enable the Integration Once you’ve disabled the integration with Zoho Projects, you can re-enable the integration and connect with the Zoho Projects portal again. To do this: * Go to _Settings_ by clicking the **Gear** icon in the top-right corner. * Select **Integrations** and click **Zoho Apps**. * Click **Show Details** next to _Zoho Projects_. * Click **Enable Integration** in the top-right corner of the page. The integration will be set up again, and the modules will be synced automatically from the last sync time. **Note:** You can re-enable the integration only with the Zoho Projects portal that was previously connected. * * * ## Delete Integration If you want to connect your Zoho Invoice organization to a different Zoho Projects portal, or if you no longer want to sync projects with your Zoho Invoice organization, you can delete the existing integration. Once you delete the integration, the projects that were synced from Zoho Projects will be available as standalone projects in the **Projects** module of Zoho Invoice. **Warning:** You can re-enable the integration only with the Zoho Projects portal that was previously connected. To delete the integration with Zoho Projects: * Go to _Settings_ by clicking the **Gear** icon in the top-right corner. * Select **Integrations** and click **Zoho Apps**. * Click **Show Details** next to _Zoho Projects_. * Click the **Delete** icon in the top right corner of the page. * In the pop-up that appears, click **Delete** to confirm. The integration with the respective Zoho Projects portal will be deleted. * * * ## Troubleshooting Errors Why did it happen? How do you resolve it? **Projects could not be fetched.** The projects were not associated with the primary customer. 1\. Ensure that the projects created in Zoho Projects are associated with the primary customer. 2\. Check if the primary customer already exists in Zoho Invoice with a different currency, and try changing the currency if necessary. **Timesheets could not be fetched**. **Case 1:** The timesheets will not be fetched if: 1\. They are not Billable. 2\. They are not approved in Zoho Projects yet. 3\. They belong to projects that are not associated with a primary customer. **Case 2:** The timesheet’s related tasks or projects could not be fetched. Ensure that the timesheets are billable, approved, and associated with projects that have a primary customer. **Tasks could not be fetched.** The task’s related projects could not be fetched. 1\. Ensure that the related projects are associated with the primary customer. 2\. Verify whether the primary customer already exists in Zoho Invoice with a different currency, and try changing it if necessary.