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Access the complete documentation index at:
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# How do I add a Primary Customer to fetch projects from Zoho Projects?

When you integrate your Zoho Books organization with Zoho Projects, only the projects that are associated with the primary customer will be fetched into Zoho Books.

There are three ways to associate a primary customer with a project:

*   [While adding a customer to your portal](/us/books/kb/integrations/primary-client.html#portal)
*   [While adding a customer to your project](/us/books/kb/integrations/primary-client.html#project)
*   [While creating transactions for a project in the Finances tab](/us/books/kb/integrations/primary-client.html#transaction)

## While adding a customer to your portal

When you add the first customer to your projects in the Zoho Projects portal, it becomes your primary customer by default. Here’s how:

*   Click the **Setup** icon in the top right corner.
*   Click _Manage Users_ in the left sidebar and select _Client Users_.
*   Click **Add Customer**.
*   In the _Add New Customer_ pop-up, enter the **Customer Name**.
*   In the _Client User Information_ section, associate a project and enter any other necessary details. If this is the first customer in the selected project, it will be set as the primary customer by default.
*   Enter the other required details and click **Add**.

The primary customer will be added to your Zoho Projects portal.

* * *

## While adding a customer in your project

If you are working on a particular project and want to add a primary customer, you can do it from the Users module of your Zoho Projects portal. Here’s how:

*   Go to **Projects** on the left sidebar.
*   Select the project for which you’d like to add a primary customer.
*   Click the _More_ icon near the tab displayed, and select **Users** from the dropdown.
*   In the _Users_ tab, click the _Users_ dropdown and select **Client Users**.
*   Click **Add Customer**.
*   In the _Add New Customer_ pop-up, enter the required details and click **Add**.

If you want to mark that customer as the primary customer of the project, check the option **Mark as Primary Customer** below the _Customer Name_ field.

**Note:** If this is your first customer in the project, the **Mark as Primary Customer** option will be disabled. This option will only be available when you add subsequent customers to the same project.

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## While creating transactions in the Finances tab

To create any transaction for a project, you must have a primary customer. To add a primary customer:

*   Go to **Projects** on the left sidebar of your Zoho Projects portal.
*   Select the project for which you would like to create a transaction.
*   Click the _More_ icon near the tabs displayed and select **Finance** from the dropdown.
*   In the _Finance_ tab, click **Add Primary Customer**.
*   In the _Add Primary Customer_ pane, select the **Customer** you want to add as a primary customer.
*   Click **Add as Primary Customer**.

The primary customer will be created, and you can record transactions for the respective project. These transactions will also be synced when you integrate your Zoho Projects protal with Zoho Books.