Zoho Invoice

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G Suite Integration

Zoho Invoice is integrated with G Suite to make invoicing your customers more powerful with more tools at your disposal. With this integration, you get the best of Zoho Invoice’s powerful invoicing tools combined with Google’s varied collaboration, storage, communication products and services.

With just a single sign-in and seamless integration, this will make it very easy for G Suite customers to access all their transactions in Zoho Invoice when logged into G Suite.

Prerequisites to setup the integration

Installing the Zoho Invoice app in G Suite

GApps Login Screen

GApps Console

Marketplace Apps

Zoho Invoice GApps

Launch ZI GApps

You will now be asked to either create a new organisation or link an existing organisation in Zoho Invoice with your GApps account. Click here to know more about how to create a new organisation in Zoho Invoice.

Import Users

You have the option to ‚Äčimport from your GApps Users into Zoho Invoice. You can do so by following the steps below,

If you are logging in for the first time:

If you are logging into Zoho Invoice using GApps for the first time, you will be taken to the setup screen where you can import your users and assign them a role such as Staff or Admin in your Zoho Invoice organisation,

Import Users G Suite

Select the users you wish to import by selecting the check-box against each name and click on the Add user now button. Your GApps account users would now be imported into Zoho Invoice.

Insight: Please note that your users would be marked Inactive by default once they have been imported into Zoho Invoice. You will have to navigate to Gear Icon-> Users, hover your cursor over a user and select Mark as active to activate the user.

If you have already logged into Zoho Invoice:

Click on the Gear icon and select Users and click on the Invite G Suite User button. Once the users have been imported select or type the email address from the “Choose email from G Suite or Add manually” drop-down.

Invite Users G Suite

Select the user from the drop-down and assign a Role for the user you wish to invite. Finally click on Send to finish.

Import Contacts

You have the option to import contacts from your G Suite account into Zoho Invoice. You can do so by following the steps below,

If you are logging in for the first time:

If you are logging into Zoho Invoice using GApps for the first time, you will be taken to the setup screen where you can import your contacts,

Import Contacts G Suite

Select the contacts you wish to import by selecting the check-box against each name and select on Import Contacts. Your Google contacts would now be imported into Zoho Invoice.

If you are already logged into Zoho Invoice:

Navigate to the Contacts module. Click on the menu icon on the top right corner and select Import Contacts from GApps from the drop-down.

Import Contacts G Suite Menu

In the screen that follows, you will be asked to select the contacts you wish to import from GApps into Zoho Invoice. Select the contacts from the list and confirm by clicking on the Continue to Import button.

Invite Contacts G Suite

Your contacts would now be imported into Zoho Invoice.

Updating a contact in Zoho Invoice:

If you wish to update the details of a contact that already exists in Zoho Invoice, navigate to the Contacts module and click on the contact you wish to update. Click on More on the right most corner and select Fetch this contact from GApps from the drop-down.

Update Contact G Suite

Click on Reimport to confirm your actions in the pop-up that follows.

Confirm Update


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