ON THIS PAGE…

Integrate Zoho Books with Zoho People

By integrating Zoho Books with Zoho People , you will be able to push all your time logs from Zoho People into Zoho Books and invoice your customers accordingly.

When you set up this integration, your organization name will be shared with Zoho People.

Set up the Integration

Prerequisite: You should be an admin in Zoho Books and Zoho People to set up the integration.

To set up the integration in Zoho Books:

Go to Settings on the top right corner.
Select Zoho Apps under Integrations.
On the Zoho Apps page, click Connect next to Zoho People.

Field	Description
Clone	Choose Clone if you want two contacts with the same name to be stored separately.
Overwrite	Choose Overwrite if you want your existing contacts with the same name in Zoho Books to be overwritten with the contact details from Zoho People.

Click Connect after choosing your preference.

Note: In Zoho People, tasks and projects can be added individually without having to be linked to each other. However, for the integration, only tasks which are linked to a project and a customer will be pushed from Zoho People to Zoho Books.

Your integration is now live and you can check the sync status by clicking the Refresh button.

Note: You can integrate your Zoho Books organization with only one organization in Zoho People.

Push Time Logs Automatically to Zoho Books

You can automatically push time logs from Zoho People to Zoho Books when a timesheet is approved. Here’s how you can enable it:

Go to your Zoho People account.
Click Home in the left sidebar and go to your Zoho People Dashboard.
Navigate to Settings in the top right corner.
Under Integrations, select Zoho.
Click View Details under Zoho Finance Suite.
Select Edit/Revoke next to Zoho Books.
Enable the option Push time logs automatically when a timesheet is approved.

Note: When a time log is pushed, employees will be added as inactive timesheet users.

Push time logs automatically when a timesheet is approved

Integration Reports

You can view a report of all the transactions that were pushed from Zoho People to Zoho Books. Here’s how:

Go to your Zoho People account.
Click Reports in the left sidebar.
Click the Integrations under the Time Tracker section.

Error Summary

In case something went wrong during the previous sync between your Zoho Books and Zoho People organizations, you can view a report of the errors that occurred during the sync. To view error summary in Zoho Books: