About Zoho Books
LeafLink's integration with Zoho Books allows you and your team to simplify how you manage your orders, sales invoices, and payments. Below, we'll answer some questions that shed light on how this integration works and how you can get started. If you're interested in viewing our Zoho Books webinar, click here.
Getting Started
A designated integration project owner responsible for working with LeafLink's Integrations team to confirm field mappings, test the integration, and approve it to go live.
Products and customers from LeafLink must match one-to-one with products and customers in Zoho Books.
About the Integration
The integration is built and maintained by LeafLink using the Tray.io platform.
Orders (LeafLink to Zoho Books)
Automatically exports orders at a configurable status from LeafLink and creates an invoice in Zoho Books. Order updates made in LeafLink sync to Zoho Books.
Customers (LeafLink to Zoho Books)
Automatically creates new customers in Zoho Books when customers from the LeafLink order are not found in Zoho Books. Matches on License Number by default.
Products (LeafLink to Zoho Books)
Automatically creates new items in Zoho Books when the products from the LeafLink order are not found in Zoho Books. Matches on LeafLink Product ID by default.
Order Status & Payments Option 1 (LeafLink to Zoho Books)
Automatically post payments received for an order in LeafLink to the invoice in Zoho Books after the order is moved to the Complete status in LeafLink.
Order Status & Payments Option 2 (Zoho Books to LeafLink)
Automatically post payments received for an invoice in Zoho Books to the order in LeafLink. When the invoice is fully paid, the order is transitioned to the Complete status in LeafLink. Deleted payments in Zoho Books sync to LeafLink as a negative order payment.
When does the integration run?
All integrations run as soon as the create or update action is taken in the originating system.
Integration Purpose?
This setup removes the need for duplicate data entry of orders, order payments, customers, and products in both LeafLink and Zoho Books.
Zoho Books Webinar
Automate Your Operations: Zoho Books Integration Overview
Check out our Zoho Books Integration Webinar! We covered all of the topics below, plus answered any other integration questions:
- Setting up the integration
- Data that syncs between Zoho Books and LeafLink
- Syncing your orders, customers, products, and payments
- Benefits of the integration
- Q&A
Click here to watch the webinar! Password: Zoho-Books826
Need Help?
If you have any questions about getting started with this integration, feel free to reach out to integrations@leaflink.com directly.