Zoho Books - Zoho Desk Integration
Zoho Desk is a help desk software that helps businesses focus on the customer. By integrating Zoho Books with Zoho Desk, you can charge your customers for the tickets that you have handled in Zoho Desk, as well as the time spent on each ticket.
IN THIS PAGE…
Set up the Integration
Prerequisite: You have to be an admin in your Zoho Desk portal to set up the integration.
Note: You can integrate only one Zoho Books organization with a Zoho Desk portal at a time.
To launch Zoho Desk from Zoho Books:
- Go to Settings > Integrations > Zoho Apps.
- Click Connect next to Zoho Desk.
- Read about the integration and click Set up Integration.
- If you already have an active Zoho Desk portal, you will be directed to it. Otherwise, you’ll be prompted to create a new one.
Insight: This integration has to be set up from Zoho Desk. Visit their help resource to learn how.
Once you’ve set up the integration, you can configure the permissions available for each profile in Zoho Desk.
Your contacts in Zoho Desk can be mapped to your customers in Zoho Books based on their email address.
To do this, select a contact or a ticket in Zoho Desk, and click the Zoho Books icon. If you have a customer in Zoho Books with the same email ID, it will be listed here and you can map them. If not, you can create a new contact here, and they will be added as a customer in Zoho Books.
Pro Tip: You can delink a contact by clicking Delink contact option which is available when you hover over that particular contact in Zoho Desk.
Create Invoices and Estimates
Prerequisite: To create transactions for a contact in Zoho Desk, you have to map the contact to a corresponding customer in Zoho Books.
You can create an invoice or estimate for a ticket in Zoho Desk, as well as charge customers for the time logged for a ticket.
To do this:
- Select a ticket in Zoho Desk, and click the Zoho Books icon.
- In the Zoho Books Contact Information tab, click Create Estimate or Create Invoice to create the corresponding transactions.
- Enter the details required.
- Click Save.
Insight: For time entries, you can create an estimate or invoice only if the time entry is billable.
You can also view a contact’s invoices or estimates created in Zoho Books under the Invoices/Estimates for this ticket option in a ticket in Zoho Desk.
An invoice/estimate in Zoho Desk can be cloned, edited, voided, or marked as sent. You can also email them to your customer.
Disable/Delete the Integration
You can disable or delete the Zoho Books integration from Zoho Desk. Visit their help resource to learn how.
Once you’ve disabled the integration, your contacts and transactions will remain mapped between Zoho Books and Zoho Desk, even when you choose to re-enable the integration. Whereas, when you delete the integration, this mapping will be deleted permanently.