Zoho Billing - Office 365 Integration

Several organizations use Office 365 to run their day-to-day operations. Importing your contacts and employee information into Zoho Billing from Office 365 is quick and easy.

With Zoho Billing - Office 365 integration, you can :

Invite users from your Office 365 account
Import all your contact information from your Office 365 account.

In this document you will be learning about

Requirements to set up the integration
Integrating Office 365 with Zoho Billing account
Inviting users from Office 365
Importing contacts from Office 365

Requirements to set up the integration

Make sure that you have an Office 365 account.
The email address associated with this account must be same as the one used to log into your Zoho Billing account.

Integrating Office 365 with Zoho Billing account

To associate your office 365 account with Zoho Billing,

Log into your Office 365 account.
Click on the apps icon on the top-left corner and click on View all my apps.
Click on the Store icon and type Zoho Billing in the search box.
Zoho Billing app will appear as part of the search result.
Click on Zoho Billing and click Add.
Now, Zoho Billing will be added to your list of apps.
You will now be taken to the Setup Organization page where you can enter your organizational information.

Inviting users from Office 365

Once your Organization is created in Zoho Billing with Office 365, you can directly invite employees in Office 365 to Zoho Billing.

To invite users from Office 365,

Log into your Zoho Billing account.
Click on the Gear icon present on the top-right corner and select Users
Click on the Invite Microsoft User

In the pop-up window that appears, click on the Choose email from Microsoft drop-down and select the user role.
Click Invite to invite the user.

Importing contacts from Office 365

With Zoho Billing - Office 365 integration, you can import all your contacts from Microsoft People in one go.

To import contacts from your Microsoft account,

Log into your Zoho Billing account.
Go to Sales > Customers (for customers) or Purchases > Vendors (for vendors).
Click on the hamburger menu on the top-right corner and click on Import Microsoft Contacts.

Choose the contacts which you would like to import, and click on Continue.

This action will take you to a Map Fields window, where you can map matching input fields between your Microsoft and Zoho Billing account.

Once done, click Import.

This action will import all the selected contacts from your Microsoft account into Zoho Billing.

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