## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/us/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Integrate Zoho Books with Zendesk

Zendesk is a customer service software that facilitates quicker and easier interaction between businesses and their customers. It lets you prioritize, track, solve customer support queries, and collect customer data all from one place. Integrating Zoho Books with Zendesk will allow your customer support agent to access information of your Zoho Books customers. Information such as the customer’s contact details, transactions, and invoice payments can be viewed inside Zendesk.

**Scenario:** A customer has a query regarding their invoice and payment details. Your staff, i.e. customer support agent, views the query from your Zendesk account. When your account is integrated with Zoho Books, they will be able to pull all the data regarding the customer’s invoice status and payment made, within Zendesk.

By integrating Zoho Books with Zendesk, you will be able to fetch:

*   **Customer information** - Customer name, billing and shipping address, email address, contact persons, currency, and phone numbers.
*   **Invoice details** - Invoice date, due date, and billed amount.
*   **Payment details** - Amount paid and amount due.

## Set up Zendesk Integration

Setting up your Zoho Books - Zendesk integration is easy.

**Prerequisites:**

*   Ensure that your customer support agent is a user in your Zoho Books organization.
*   Your customer support agent should have access to your Zendesk account which has Zoho Books integrated in it.

You can integrate Zoho Books with Zendesk in a few simple steps. Here’s how:

*   **Log in** to your **Zendesk** account.
*   Click **Settings** in the sidebar of your Zendesk homepage and select **Marketplace**.
*   Type Zoho Books in the search bar and select Zoho Books.

![Search for Books](/books/help/images/integrations/search-books.png)

*   Click **Install** to integrate Zoho Books to your Zendesk account.

![Install Zoho Books from Zendesk](/books/help/images/integrations/initial-install.png)

*   In the page that follows, select the Zendesk account to which you would like to install Zoho Books, and click **Install**.

![Install Zoho Books](/books/help/images/integrations/install.png)

*   Now select the Zoho Books app and edit your **General Settings**.
    *   Edit the **Title** of your application.
    *   Enable the **role restrictions** option to restrict your customer support agent from accessing Zoho Books.
    *   Enable the **group restrictions** option to select the group which should have access to this app.
    *   Enable the **Are you an European Union (EU) customer** option to access the European edition of Zoho Books.
*   Click **Install** to complete the integration.

![Details](/books/help/images/integrations/details.png)

* * *

## Access Zoho Books from Zendesk

Once the Zoho Books application is installed, the integration is ready to use. To access it from Zendesk:

*   Log in to your **Zendesk** account.
*   Click the **Views** tab from the Sidebar to see the **support tickets**.

![Tickets](/books/help/images/integrations/tickets.png)

*   Select a ticket that might require you to access Zoho Books.
*   Click **Apps** in the top right corner of the page.

![Zoho Books in Zendesk](/books/help/images/integrations/apps.png)

*   Select **Sign In** to complete signing in to your Zoho Books account to fetch customer data. If you have already signed in, then select Zoho Books from your list of applications, and you will be able to view the data for that customer.

![Sidebar](/books/help/images/integrations/sidebar.png)

Once you have connected to Zoho Books, you should be able to see the following:

**Overview** - Gives details on customer contact information including customer addresses, phone numbers, contact persons, and currency.

**Comments** - Gives you the transaction history of the customer including payment details with date.

**Sales** - Lets you view the customers invoices and payment details.

* * *

## Disable the Integration

The integration would be disabled when you uninstall the Zoho Books application. Once the app is disabled, you will no longer be able to lookup information from Zoho Books while resolving customer’s issues. To disable the integration:

*   Click **Settings** in the sidebar from the Zendesk homepage.
*   Select **Manage**.
*   Under the **Currently Installed** tab, click the **Gear** icon near the Zoho Books logo.
*   **Disable** the Toggle switch to disable the integration.

![Disable](/books/help/images/integrations/disable.png)